Evelyn V. Moreno’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.95M | Sell |
23,205
-37,721
| -62% | -$6.42M | 1.86% | 9 |
|
|
2023
Q3 | $8.84M | Sell |
60,926
-12,769
| -17% | -$1.85M | 1.92% | 11 |
|
|
2023
Q2 | $10.7M | Sell |
73,695
-3,778
| -5% | -$549K | 2.29% | 7 |
|
|
2023
Q1 | $10.1M | Buy |
77,473
+258
| +0.3% | +$33.6K | 2.29% | 7 |
|
|
2022
Q4 | $10.4M | Buy |
77,215
+36,097
| +88% | +$4.84M | 2.39% | 6 |
|
|
2022
Q3 | $4.3M | Sell |
41,118
-35,662
| -46% | -$3.73M | 1.94% | 6 |
|
|
2022
Q2 | $8.65M | Sell |
76,780
-813
| -1% | -$91.6K | 2.02% | 8 |
|
|
2022
Q1 | $10.6M | Buy |
77,593
+2,530
| +3% | +$345K | 2.14% | 11 |
|
|
2021
Q4 | $11.9M | Buy |
75,063
+4,352
| +6% | +$689K | 2.38% | 9 |
|
|
2021
Q3 | $11.6M | Sell |
70,711
-1,270
| -2% | -$208K | 2.72% | 7 |
|
|
2021
Q2 | $11.2M | Sell |
71,981
-5,920
| -8% | -$921K | 2.63% | 7 |
|
|
2021
Q1 | $11.9M | Sell |
77,901
-905
| -1% | -$138K | 2.83% | 5 |
|
|
2020
Q4 | $10M | Sell |
78,806
-1,610
| -2% | -$205K | 2.49% | 7 |
|
|
2020
Q3 | $7.74M | Buy |
80,416
+885
| +1% | +$85.2K | 2.09% | 16 |
|
|
2020
Q2 | $7.48M | Buy |
79,531
+829
| +1% | +$78K | 2.17% | 14 |
|
|
2020
Q1 | $7.09M | Sell |
78,702
-897
| -1% | -$80.8K | 2.4% | 11 |
|
|
2019
Q4 | $11.1M | Sell |
79,599
-3,157
| -4% | -$440K | 2.99% | 6 |
|
|
2019
Q3 | $9.74M | Buy |
82,756
+7,026
| +9% | +$827K | 2.67% | 7 |
|
|
2019
Q2 | $8.47M | Sell |
75,730
-2,313
| -3% | -$259K | 2.57% | 10 |
|
|
2019
Q1 | $7.9M | Buy |
78,043
+45
| +0.1% | +$4.56K | 2.33% | 15 |
|
|
2018
Q4 | $7.62M | Sell |
77,998
-1,885
| -2% | -$184K | 2.52% | 11 |
|
|
2018
Q3 | $9.01M | Sell |
79,883
-2,260
| -3% | -$255K | 2.52% | 11 |
|
|
2018
Q2 | $8.56M | Sell |
82,143
-2,050
| -2% | -$214K | 2.5% | 11 |
|
|
2018
Q1 | $9.26M | Sell |
84,193
-1,631
| -2% | -$179K | 2.83% | 9 |
|
|
2017
Q4 | $9.18M | Sell |
85,824
-4,450
| -5% | -$476K | 2.78% | 7 |
|
|
2017
Q3 | $8.62M | Buy |
90,274
+365
| +0.4% | +$34.9K | 2.58% | 11 |
|
|
2017
Q2 | $8.22M | Sell |
89,909
-653
| -0.7% | -$59.7K | 2.52% | 9 |
|
|
2017
Q1 | $7.96M | Buy |
90,562
+11,100
| +14% | +$975K | 2.42% | 11 |
|
|
2016
Q4 | $6.86M | Buy |
79,462
+3,855
| +5% | +$333K | 2.47% | 11 |
|
|
2016
Q3 | $5.03M | Sell |
75,607
-35
| -0% | -$2.33K | 1.85% | 23 |
|
|
2016
Q2 | $4.7M | Hold |
75,642
| – | – | 1.78% | 28 |
|
|
2016
Q1 | $4.48M | Buy |
75,642
+4,945
| +7% | +$293K | 1.73% | 27 |
|
|
2015
Q4 | $4.67M | Buy |
70,697
+3,115
| +5% | +$206K | 1.94% | 21 |
|
|
2015
Q3 | $4.12M | Buy |
67,582
+35
| +0.1% | +$2.13K | 1.77% | 23 |
|
|
2015
Q2 | $4.58M | Buy |
67,547
+2,642
| +4% | +$179K | 1.82% | 18 |
|
|
2015
Q1 | $3.93M | Sell |
64,905
-1,165
| -2% | -$70.6K | 1.49% | 36 |
|
|
2014
Q4 | $4.14M | Buy |
66,070
+400
| +0.6% | +$25K | 1.52% | 37 |
|
|
2014
Q3 | $3.96M | Buy |
65,670
+4,565
| +7% | +$275K | 1.52% | 34 |
|
|
2014
Q2 | $3.52M | Buy |
61,105
+3,260
| +6% | +$188K | 1.32% | 40 |
|
|
2014
Q1 | $3.51M | Buy |
57,845
+1,025
| +2% | +$62.2K | 1.38% | 37 |
|
|
2013
Q4 | $3.32M | Buy |
+56,820
| New | +$3.32M | 1.37% | 39 |
|