Emerald Advisers’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 | – | Sell |
-100
| Closed | -$14K | – | 258 |
|
|
2022
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 255 |
|
|
2021
Q4 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 272 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$16K | – | 266 |
|
|
2021
Q2 | $16K | Sell |
100
-7,726
| -99% | -$1.24M | ﹤0.01% | 279 |
|
|
2021
Q1 | $1.19M | Sell |
7,826
-1,250
| -14% | -$190K | 0.04% | 144 |
|
|
2020
Q4 | $1.15M | Buy |
9,076
+3,246
| +56% | +$412K | 0.04% | 145 |
|
|
2020
Q3 | $561K | Hold |
5,830
| – | – | 0.02% | 177 |
|
|
2020
Q2 | $548K | Buy |
5,830
+923
| +19% | +$86.8K | 0.02% | 176 |
|
|
2020
Q1 | $442K | Buy |
4,907
+108
| +2% | +$9.73K | 0.03% | 170 |
|
|
2019
Q4 | $669K | Hold |
4,799
| – | – | 0.03% | 169 |
|
|
2019
Q3 | $565K | Hold |
4,799
| – | – | 0.03% | 174 |
|
|
2019
Q2 | $537K | Buy |
+4,799
| New | +$537K | 0.02% | 183 |
|
|
2015
Q2 | – | Sell |
-18,590
| Closed | -$1.17M | – | 350 |
|
|
2015
Q1 | $1.17M | Sell |
18,590
-286
| -2% | -$18K | 0.06% | 242 |
|
|
2014
Q4 | $1.18M | Buy |
18,876
+4,438
| +31% | +$278K | 0.06% | 233 |
|
|
2014
Q3 | $870K | Sell |
14,438
-8,413
| -37% | -$507K | 0.05% | 255 |
|
|
2014
Q2 | $1.32M | Sell |
22,851
-644
| -3% | -$37.1K | 0.07% | 235 |
|
|
2014
Q1 | $1.43M | Sell |
23,495
-3,126
| -12% | -$190K | 0.08% | 228 |
|
|
2013
Q4 | $1.56M | Sell |
26,621
-9,089
| -25% | -$532K | 0.08% | 218 |
|
|
2013
Q3 | $1.85M | Buy |
35,710
+4,163
| +13% | +$215K | 0.1% | 202 |
|
|
2013
Q2 | $1.67M | Buy |
+31,547
| New | +$1.67M | 0.1% | 201 |
|