Doyle Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $18.3M | Buy |
174,987
+2,109
| +1% | +$220K | 1.57% | 18 |
|
|
2022
Q2 | $19.5M | Buy |
172,878
+458
| +0.3% | +$51.6K | 1.57% | 16 |
|
|
2022
Q1 | $23.5M | Buy |
172,420
+5,076
| +3% | +$692K | 1.69% | 16 |
|
|
2021
Q4 | $26.5M | Buy |
167,344
+16
| +0% | +$2.53K | 1.9% | 14 |
|
|
2021
Q3 | $27.4M | Buy |
167,328
+2,637
| +2% | +$432K | 2.18% | 9 |
|
|
2021
Q2 | $25.6M | Buy |
164,691
+674
| +0.4% | +$105K | 2.13% | 10 |
|
|
2021
Q1 | $25M | Sell |
164,017
-4,088
| -2% | -$622K | 2.39% | 9 |
|
|
2020
Q4 | $21.4M | Buy |
168,105
+917
| +0.5% | +$117K | 2.17% | 12 |
|
|
2020
Q3 | $16.1M | Buy |
167,188
+2,792
| +2% | +$269K | 1.87% | 17 |
|
|
2020
Q2 | $15.5M | Buy |
164,396
+3,430
| +2% | +$323K | 2.04% | 13 |
|
|
2020
Q1 | $14.5M | Sell |
160,966
-2,352
| -1% | -$212K | 2.3% | 13 |
|
|
2019
Q4 | $22.8M | Sell |
163,318
-1,388
| -0.8% | -$193K | 2.85% | 4 |
|
|
2019
Q3 | $19.4M | Sell |
164,706
-458
| -0.3% | -$53.9K | 2.68% | 5 |
|
|
2019
Q2 | $18.5M | Sell |
165,164
-538
| -0.3% | -$60.1K | 2.55% | 9 |
|
|
2019
Q1 | $18.6M | Sell |
165,702
-2,624
| -2% | -$295K | 2.71% | 8 |
|
|
2018
Q4 | $16.4M | Buy |
168,326
+2,388
| +1% | +$233K | 2.77% | 9 |
|
|
2018
Q3 | $18.7M | Buy |
165,938
+897
| +0.5% | +$101K | 2.91% | 9 |
|
|
2018
Q2 | $17.2M | Sell |
165,041
-699
| -0.4% | -$72.8K | 2.84% | 8 |
|
|
2018
Q1 | $18.2M | Sell |
165,740
-4,339
| -3% | -$477K | 3.07% | 4 |
|
|
2017
Q4 | $18.2M | Sell |
170,079
-6,429
| -4% | -$688K | 3.07% | 6 |
|
|
2017
Q3 | $16.9M | Buy |
176,508
+1,048
| +0.6% | +$100K | 2.95% | 7 |
|
|
2017
Q2 | $16M | Buy |
175,460
+1,988
| +1% | +$182K | 2.97% | 7 |
|
|
2017
Q1 | $15.2M | Buy |
+173,472
| New | +$15.2M | 3.11% | 7 |
|