ECG
Edge Capital Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $26.1M | Buy |
108,854
+1,213
| +1% | +$291K | 1.16% | 23 |
|
|
2024
Q3 | $22.7M | Buy |
107,641
+9,802
| +10% | +$2.07M | 1.01% | 27 |
|
|
2024
Q2 | $19.8M | Buy |
97,839
+1,959
| +2% | +$396K | 0.96% | 29 |
|
|
2024
Q1 | $19.2M | Buy |
95,880
+31,999
| +50% | +$6.41M | 0.96% | 27 |
|
|
2023
Q4 | $10.9M | Buy |
63,881
+15,098
| +31% | +$2.57M | 0.61% | 37 |
|
|
2023
Q3 | $7.07M | Sell |
48,783
-18,586
| -28% | -$2.7M | 0.46% | 53 |
|
|
2023
Q2 | $9.8M | Sell |
67,369
-38,586
| -36% | -$5.61M | 0.56% | 46 |
|
|
2023
Q1 | $13.8M | Buy |
105,955
+19,693
| +23% | +$2.57M | 0.85% | 29 |
|
|
2022
Q4 | $11.6M | Sell |
86,262
-13,316
| -13% | -$1.79M | 0.81% | 31 |
|
|
2022
Q3 | $10.4M | Buy |
99,578
+21,248
| +27% | +$2.22M | 0.86% | 25 |
|
|
2022
Q2 | $8.82M | Sell |
78,330
-2,241
| -3% | -$252K | 0.76% | 32 |
|
|
2022
Q1 | $11M | Sell |
80,571
-14,712
| -15% | -$2.01M | 0.75% | 32 |
|
|
2021
Q4 | $15.1M | Sell |
95,283
-38,809
| -29% | -$6.15M | 1.07% | 19 |
|
|
2021
Q3 | $21.9M | Sell |
134,092
-939
| -0.7% | -$154K | 1.75% | 11 |
|
|
2021
Q2 | $21M | Sell |
135,031
-23,030
| -15% | -$3.58M | 1.68% | 11 |
|
|
2021
Q1 | $24.1M | Sell |
158,061
-7,822
| -5% | -$1.19M | 2.01% | 7 |
|
|
2020
Q4 | $21.1M | Buy |
165,883
+8,054
| +5% | +$1.02M | 1.77% | 7 |
|
|
2020
Q3 | $15.2M | Buy |
157,829
+8,547
| +6% | +$823K | 1.52% | 12 |
|
|
2020
Q2 | $14M | Buy |
149,282
+19,052
| +15% | +$1.79M | 1.47% | 12 |
|
|
2020
Q1 | $11.7M | Buy |
130,230
+100,828
| +343% | +$9.08M | 1.4% | 14 |
|
|
2019
Q4 | $4.1M | Sell |
29,402
-386
| -1% | -$53.8K | 0.4% | 59 |
|
|
2019
Q3 | $3.51M | Buy |
29,788
+328
| +1% | +$38.6K | 0.35% | 68 |
|
|
2019
Q2 | $3.29M | Buy |
29,460
+2,268
| +8% | +$254K | 0.32% | 68 |
|
|
2019
Q1 | $2.75M | Buy |
27,192
+5,944
| +28% | +$602K | 0.27% | 74 |
|
|
2018
Q4 | $2.07M | Buy |
+21,248
| New | +$2.07M | 0.23% | 80 |
|