Domani Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $494K | Buy |
3,793
+106
| +3% | +$13.8K | 0.11% | 74 |
|
|
2022
Q4 | $494K | Buy |
3,687
+31
| +0.8% | +$4.15K | 0.12% | 74 |
|
|
2022
Q3 | $382K | Sell |
3,656
-358
| -9% | -$37.4K | 0.11% | 73 |
|
|
2022
Q2 | $452K | Sell |
4,014
-200
| -5% | -$22.5K | 0.12% | 71 |
|
|
2022
Q1 | $574K | Sell |
4,214
-196
| -4% | -$26.7K | 0.12% | 72 |
|
|
2021
Q4 | $698K | Buy |
4,410
+399
| +10% | +$63.2K | 0.14% | 62 |
|
|
2021
Q3 | $657K | Sell |
4,011
-56
| -1% | -$9.17K | 0.14% | 57 |
|
|
2021
Q2 | $633K | Buy |
4,067
+7
| +0.2% | +$1.09K | 0.13% | 61 |
|
|
2021
Q1 | $618K | Buy |
4,060
+613
| +18% | +$93.3K | 0.12% | 62 |
|
|
2020
Q4 | $438K | Sell |
3,447
-388
| -10% | -$49.3K | 0.09% | 77 |
|
|
2020
Q3 | $369K | Sell |
3,835
-429
| -10% | -$41.3K | 0.08% | 86 |
|
|
2020
Q2 | $401K | Sell |
4,264
-888
| -17% | -$83.5K | 0.09% | 78 |
|
|
2020
Q1 | $464K | Buy |
5,152
+105
| +2% | +$9.46K | 0.12% | 71 |
|
|
2019
Q4 | $704K | Sell |
5,047
-354
| -7% | -$49.4K | 0.23% | 51 |
|
|
2019
Q3 | $636K | Buy |
5,401
+107
| +2% | +$12.6K | 0.23% | 49 |
|
|
2019
Q2 | $592K | Hold |
5,294
| – | – | 0.22% | 50 |
|
|
2019
Q1 | $536K | Hold |
5,294
| – | – | 0.22% | 52 |
|
|
2018
Q4 | $517K | Sell |
5,294
-559
| -10% | -$54.6K | 0.24% | 50 |
|
|
2018
Q3 | $661K | Buy |
5,853
+730
| +14% | +$82.4K | 0.28% | 42 |
|
|
2018
Q2 | $534K | Hold |
5,123
| – | – | 0.25% | 51 |
|
|
2018
Q1 | $563K | Hold |
5,123
| – | – | 0.24% | 49 |
|
|
2017
Q4 | $548K | Hold |
5,123
| – | – | 0.24% | 54 |
|
|
2017
Q3 | $489K | Sell |
5,123
-66
| -1% | -$6.3K | 0.21% | 60 |
|
|
2017
Q2 | $474K | Hold |
5,189
| – | – | 0.2% | 60 |
|
|
2017
Q1 | $456K | Hold |
5,189
| – | – | 0.19% | 62 |
|
|
2016
Q4 | $448K | Sell |
5,189
-580
| -10% | -$50.1K | 0.18% | 65 |
|
|
2016
Q3 | $384K | Sell |
5,769
-84
| -1% | -$5.59K | 0.15% | 76 |
|
|
2016
Q2 | $364K | Sell |
5,853
-724
| -11% | -$45K | 0.14% | 78 |
|
|
2016
Q1 | $389K | Buy |
6,577
+88
| +1% | +$5.21K | 0.15% | 82 |
|
|
2015
Q4 | $428K | Buy |
6,489
+988
| +18% | +$65.2K | 0.17% | 76 |
|
|
2015
Q3 | $335K | Buy |
5,501
+30
| +0.5% | +$1.83K | 0.18% | 71 |
|
|
2015
Q2 | $371K | Buy |
5,471
+5,142
| +1,563% | +$349K | 0.2% | 63 |
|
|
2015
Q1 | $5.44K | Buy |
+329
| New | +$5.44K | 0.08% | 64 |
|