Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.3M | Sell |
91,639
-53
| -0.1% | -$7.71K | 1.82% | 15 |
|
|
2023
Q1 | $11.9M | Sell |
91,692
-142
| -0.2% | -$18.5K | 1.69% | 16 |
|
|
2022
Q4 | $12.3M | Buy |
91,834
+672
| +0.7% | +$90.1K | 1.86% | 15 |
|
|
2022
Q3 | $9.53M | Buy |
91,162
+139
| +0.2% | +$14.5K | 1.57% | 16 |
|
|
2022
Q2 | $10.3M | Buy |
91,023
+639
| +0.7% | +$72K | 1.56% | 17 |
|
|
2022
Q1 | $12.3M | Sell |
90,384
-23,657
| -21% | -$3.22M | 1.59% | 18 |
|
|
2021
Q4 | $18.1M | Sell |
114,041
-1,250
| -1% | -$198K | 1.94% | 13 |
|
|
2021
Q3 | $18.9M | Sell |
115,291
-1,290
| -1% | -$211K | 2.1% | 12 |
|
|
2021
Q2 | $18.1M | Sell |
116,581
-321
| -0.3% | -$49.9K | 2.01% | 12 |
|
|
2021
Q1 | $17.8M | Buy |
116,902
+1,360
| +1% | +$207K | 2.09% | 12 |
|
|
2020
Q4 | $14.7M | Buy |
115,542
+795
| +0.7% | +$101K | 1.85% | 13 |
|
|
2020
Q3 | $11M | Sell |
114,747
-1,300
| -1% | -$125K | 1.63% | 15 |
|
|
2020
Q2 | $10.9M | Sell |
116,047
-701
| -0.6% | -$65.9K | 1.79% | 13 |
|
|
2020
Q1 | $10.5M | Sell |
116,748
-1,598
| -1% | -$144K | 2.02% | 11 |
|
|
2019
Q4 | $16.5M | Buy |
118,346
+168
| +0.1% | +$23.4K | 2.52% | 8 |
|
|
2019
Q3 | $13.9M | Sell |
118,178
-3,425
| -3% | -$403K | 2.31% | 11 |
|
|
2019
Q2 | $13.6M | Sell |
121,603
-226
| -0.2% | -$25.3K | 2.14% | 10 |
|
|
2019
Q1 | $12.3M | Sell |
121,829
-6,100
| -5% | -$618K | 2.02% | 12 |
|
|
2018
Q4 | $12.5M | Sell |
127,929
-8
| -0% | -$781 | 2.33% | 8 |
|
|
2018
Q3 | $14.4M | Sell |
127,937
-1,935
| -1% | -$218K | 2.27% | 11 |
|
|
2018
Q2 | $13.5M | Sell |
129,872
-4,039
| -3% | -$421K | 2.23% | 9 |
|
|
2018
Q1 | $14.7M | Sell |
133,911
-1,973
| -1% | -$217K | 2.47% | 7 |
|
|
2017
Q4 | $14.5M | Sell |
135,884
-1,424
| -1% | -$152K | 2.33% | 8 |
|
|
2017
Q3 | $13.1M | Sell |
137,308
-2,425
| -2% | -$232K | 2.17% | 8 |
|
|
2017
Q2 | $12.8M | Buy |
139,733
+655
| +0.5% | +$59.9K | 2.16% | 8 |
|
|
2017
Q1 | $12.2M | Buy |
139,078
+1,495
| +1% | +$131K | 2.11% | 8 |
|
|
2016
Q4 | $11.9M | Sell |
137,583
-3,185
| -2% | -$275K | 2.12% | 6 |
|
|
2016
Q3 | $9.66M | Sell |
140,768
-3,455
| -2% | -$237K | 1.73% | 13 |
|
|
2016
Q2 | $8.96M | Buy |
144,223
+600
| +0.4% | +$37.3K | 1.68% | 14 |
|
|
2016
Q1 | $8.51K | Sell |
143,623
-920
| -0.6% | -$54 | 1.19% | 17 |
|
|
2015
Q4 | $9.54M | Sell |
144,543
-2,200
| -1% | -$145K | 1.82% | 12 |
|
|
2015
Q3 | $9.06M | Sell |
146,743
-1,181
| -0.8% | -$72.9K | 1.59% | 16 |
|
|
2015
Q2 | $10M | Sell |
147,924
-1,449
| -1% | -$98.2K | 1.69% | 10 |
|
|
2015
Q1 | $9.05M | Buy |
149,373
+4,316
| +3% | +$261K | 1.58% | 15 |
|
|
2014
Q4 | $9.08M | Buy |
145,057
+1,861
| +1% | +$116K | 1.62% | 16 |
|
|
2014
Q3 | $8.63M | Sell |
143,196
-5,575
| -4% | -$336K | 1.61% | 14 |
|
|
2014
Q2 | $8.57M | Buy |
148,771
+3,709
| +3% | +$214K | 1.43% | 18 |
|
|
2014
Q1 | $8.81M | Sell |
145,062
-3,161
| -2% | -$192K | 1.71% | 15 |
|
|
2013
Q4 | $8.67M | Buy |
148,223
+3,860
| +3% | +$226K | 1.71% | 13 |
|
|
2013
Q3 | $7.46M | Sell |
144,363
-275
| -0.2% | -$14.2K | 1.58% | 15 |
|
|
2013
Q2 | $7.64M | Buy |
+144,638
| New | +$7.64M | 1.71% | 13 |
|