CIA
CSat Investment Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.05M | Sell |
6,909
-1,003
| -13% | -$153K | 0.88% | 33 |
|
|
2020
Q4 | $1.01M | Sell |
7,912
-957
| -11% | -$122K | 0.93% | 28 |
|
|
2020
Q3 | $854K | Sell |
8,869
-12,369
| -58% | -$1.19M | 0.08% | 119 |
|
|
2020
Q2 | $2M | Sell |
21,238
-3,597
| -14% | -$338K | 0.24% | 35 |
|
|
2020
Q1 | $2.24M | Buy |
24,835
+7
| +0% | +$630 | 0.48% | 22 |
|
|
2019
Q4 | $3.46M | Sell |
24,828
-2,966
| -11% | -$413K | 0.91% | 7 |
|
|
2019
Q3 | $3.27M | Buy |
27,794
+479
| +2% | +$56.4K | 1.03% | 8 |
|
|
2019
Q2 | $3.05M | Buy |
27,315
+5,210
| +24% | +$583K | 1.08% | 10 |
|
|
2019
Q1 | $2.24M | Buy |
22,105
+7,350
| +50% | +$744K | 1.13% | 14 |
|
|
2018
Q4 | $1.44M | Buy |
14,755
+1,423
| +11% | +$139K | 0.86% | 26 |
|
|
2018
Q3 | $1.5M | Sell |
13,332
-195
| -1% | -$22K | 0.86% | 30 |
|
|
2018
Q2 | $1.41M | Buy |
+13,527
| New | +$1.41M | 0.75% | 34 |
|
|
2014
Q4 | – | Sell |
-165,926
| Closed | -$10M | – | 25 |
|
|
2014
Q3 | $10M | Buy |
165,926
+17,304
| +12% | +$1.04M | 4.18% | 15 |
|
|
2014
Q2 | $8.56M | Buy |
148,622
+33,867
| +30% | +$1.95M | 4.26% | 15 |
|
|
2014
Q1 | $6.97M | Sell |
114,755
-48,581
| -30% | -$2.95M | 3.57% | 12 |
|
|
2013
Q4 | $9.55M | Sell |
163,336
-126,964
| -44% | -$7.42M | 3.77% | 14 |
|
|
2013
Q3 | $15M | Buy |
290,300
+73,230
| +34% | +$3.79M | 4.31% | 10 |
|
|
2013
Q2 | $11.5M | Buy |
+217,070
| New | +$11.5M | 4.08% | 10 |
|