Dixon Hubard Feinour & Brown’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.42M | Sell |
30,400
-1,777
| -6% | -$200K | 0.41% | 73 |
|
|
2022
Q1 | $4.39M | Sell |
32,177
-1,841
| -5% | -$251K | 0.44% | 66 |
|
|
2021
Q4 | $5.39M | Buy |
34,018
+27,121
| +393% | +$4.29M | 0.52% | 59 |
|
|
2021
Q3 | $1.13M | Buy |
6,897
+680
| +11% | +$111K | 0.24% | 79 |
|
|
2021
Q2 | $967K | Sell |
6,217
-7,382
| -54% | -$1.15M | 0.2% | 88 |
|
|
2021
Q1 | $1.69M | Buy |
13,599
+6,737
| +98% | +$836K | 0.21% | 91 |
|
|
2020
Q4 | $661K | Hold |
6,862
| – | – | 0.17% | 89 |
|
|
2020
Q3 | $661K | Sell |
6,862
-100
| -1% | -$9.63K | 0.17% | 89 |
|
|
2020
Q2 | $678K | Sell |
6,962
-58,746
| -89% | -$5.72M | 0.18% | 91 |
|
|
2020
Q1 | $5.92M | Sell |
65,708
-2,752
| -4% | -$248K | 2% | 14 |
|
|
2019
Q4 | $9.54M | Buy |
68,460
+58,795
| +608% | +$8.2M | 2.48% | 9 |
|
|
2019
Q3 | $1.14M | Buy |
9,665
+750
| +8% | +$88.2K | 0.31% | 72 |
|
|
2019
Q2 | $997K | Buy |
8,915
+50
| +0.6% | +$5.59K | 0.28% | 80 |
|
|
2019
Q1 | $897K | Buy |
8,865
+227
| +3% | +$23K | 0.27% | 82 |
|
|
2018
Q4 | $843K | Sell |
8,638
-547
| -6% | -$53.4K | 0.31% | 80 |
|
|
2018
Q3 | $1.04M | Buy |
9,185
+107
| +1% | +$12.1K | 0.29% | 79 |
|
|
2018
Q2 | $946K | Buy |
9,078
+460
| +5% | +$47.9K | 0.27% | 81 |
|
|
2018
Q1 | $948K | Buy |
8,618
+425
| +5% | +$46.8K | 0.26% | 88 |
|
|
2017
Q4 | $876K | Buy |
8,193
+1,244
| +18% | +$133K | 0.24% | 95 |
|
|
2017
Q3 | $664K | Sell |
6,949
-1,200
| -15% | -$115K | 0.19% | 102 |
|
|
2017
Q2 | $745K | Hold |
8,149
| – | – | 0.22% | 98 |
|
|
2017
Q1 | $716K | Buy |
8,149
+600
| +8% | +$52.7K | 0.21% | 98 |
|
|
2016
Q4 | $651K | Sell |
7,549
-300
| -4% | -$25.9K | 0.21% | 103 |
|
|
2016
Q3 | $523K | Hold |
7,849
| – | – | 0.16% | 111 |
|
|
2016
Q2 | $488K | Hold |
7,849
| – | – | 0.16% | 115 |
|
|
2016
Q1 | $496K | Buy |
7,849
+250
| +3% | +$15.8K | 0.16% | 115 |
|
|
2015
Q4 | $502K | Hold |
7,599
| – | – | 0.16% | 113 |
|
|
2015
Q3 | $463K | Sell |
7,599
-180
| -2% | -$11K | 0.17% | 107 |
|
|
2015
Q2 | $527K | Buy |
7,779
+296
| +4% | +$20.1K | 0.16% | 109 |
|
|
2015
Q1 | $453K | Buy |
7,483
+200
| +3% | +$12.1K | 0.13% | 120 |
|
|
2014
Q4 | $456K | Hold |
7,283
| – | – | 0.14% | 119 |
|
|
2014
Q3 | $439K | Hold |
7,283
| – | – | 0.14% | 113 |
|
|
2014
Q2 | $420K | Sell |
7,283
-140
| -2% | -$8.07K | 0.14% | 123 |
|
|
2014
Q1 | $451K | Buy |
7,423
+777
| +12% | +$47.2K | 0.16% | 118 |
|
|
2013
Q4 | $389K | Sell |
6,646
-154
| -2% | -$9.01K | 0.14% | 119 |
|
|
2013
Q3 | $351K | Hold |
6,800
| – | – | 0.15% | 118 |
|
|
2013
Q2 | $359K | Buy |
+6,800
| New | +$359K | 0.16% | 108 |
|