Cowen Prime Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $211K | Hold |
1,449
| – | – | 0.07% | 85 |
|
|
2023
Q1 | $200K | Buy |
1,449
+54
| +4% | +$7.45K | 0.08% | 85 |
|
|
2022
Q4 | $187K | Hold |
1,395
| – | – | 0.08% | 86 |
|
|
2022
Q3 | $146K | Hold |
1,395
| – | – | 0.08% | 81 |
|
|
2022
Q2 | $157K | Hold |
1,395
| – | – | 0.09% | 83 |
|
|
2022
Q1 | $190K | Hold |
1,395
| – | – | 0.08% | 84 |
|
|
2021
Q4 | $221K | Hold |
1,395
| – | – | 0.08% | 78 |
|
|
2021
Q3 | $228K | Hold |
1,395
| – | – | 0.08% | 79 |
|
|
2021
Q2 | $217K | Hold |
1,395
| – | – | 0.08% | 76 |
|
|
2021
Q1 | $212K | Hold |
1,395
| – | – | 0.08% | 78 |
|
|
2020
Q4 | $177K | Sell |
1,395
-5,374
| -79% | -$682K | 0.08% | 73 |
|
|
2020
Q3 | $652K | Buy |
6,769
+5,374
| +385% | +$518K | 0.32% | 49 |
|
|
2020
Q2 | $157K | Sell |
1,395
-9,934
| -88% | -$1.12M | 0.09% | 83 |
|
|
2020
Q1 | $1.02M | Hold |
11,329
| – | – | 0.62% | 34 |
|
|
2019
Q4 | $1.58M | Sell |
11,329
-750
| -6% | -$105K | 0.72% | 33 |
|
|
2019
Q3 | $1.42M | Sell |
12,079
-2,100
| -15% | -$247K | 0.74% | 33 |
|
|
2019
Q2 | $1.59M | Hold |
14,179
| – | – | 0.77% | 36 |
|
|
2019
Q1 | $1.44M | Buy |
14,179
+10
| +0.1% | +$1.01K | 0.74% | 37 |
|
|
2018
Q4 | $1.38M | Sell |
14,169
-4,200
| -23% | -$410K | 0.83% | 34 |
|
|
2018
Q3 | $2.07M | Sell |
18,369
-700
| -4% | -$79K | 0.96% | 36 |
|
|
2018
Q2 | $1.99M | Sell |
19,069
-300
| -2% | -$31.3K | 0.98% | 32 |
|
|
2018
Q1 | $2.13M | Sell |
19,369
-200
| -1% | -$22K | 1.18% | 29 |
|
|
2017
Q4 | $2.09M | Sell |
19,569
-3,705
| -16% | -$396K | 1.02% | 28 |
|
|
2017
Q3 | $2.22M | Sell |
23,274
-1,500
| -6% | -$143K | 1.06% | 32 |
|
|
2017
Q2 | $2.26M | Hold |
24,774
| – | – | 1.04% | 30 |
|
|
2017
Q1 | $2.18M | Buy |
24,774
+1,050
| +4% | +$92.2K | 1.12% | 28 |
|
|
2016
Q4 | $2.05M | Sell |
23,724
-1,500
| -6% | -$129K | 1.1% | 28 |
|
|
2016
Q3 | $1.68M | Buy |
25,224
+17,150
| +212% | +$1.14M | 0.76% | 35 |
|
|
2016
Q2 | $502K | Sell |
8,074
-2,000
| -20% | -$124K | 0.24% | 64 |
|
|
2016
Q1 | $597K | Hold |
10,074
| – | – | 0.28% | 58 |
|
|
2015
Q4 | $665K | Hold |
10,074
| – | – | 0.29% | 58 |
|
|
2015
Q3 | $614K | Hold |
10,074
| – | – | 0.29% | 59 |
|
|
2015
Q2 | $683K | Sell |
10,074
-447
| -4% | -$30.3K | 0.27% | 56 |
|
|
2015
Q1 | $637K | Buy |
10,521
+2,301
| +28% | +$139K | 0.26% | 58 |
|
|
2014
Q4 | $514K | Buy |
8,220
+99
| +1% | +$6.19K | 0.2% | 65 |
|
|
2014
Q3 | $489K | Buy |
8,121
+1
| +0% | +$60 | 0.21% | 59 |
|
|
2014
Q2 | $468K | Buy |
8,120
+1
| +0% | +$58 | 0.18% | 55 |
|
|
2014
Q1 | $493K | Sell |
8,119
-1
| -0% | -$61 | 0.19% | 57 |
|
|
2013
Q4 | $475K | Buy |
8,120
+1
| +0% | +$58 | 0.18% | 58 |
|
|
2013
Q3 | $420K | Hold |
8,119
| – | – | 0.16% | 74 |
|
|
2013
Q2 | $426K | Buy |
+8,119
| New | +$426K | 0.18% | 65 |
|