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FCG Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.8M | Buy |
29,033
+885
| +3% | +$85.2K | 0.66% | 27 |
|
|
2020
Q2 | $2.65M | Sell |
28,148
-26
| -0.1% | -$2.45K | 0.69% | 27 |
|
|
2020
Q1 | $2.54M | Buy |
28,174
+126
| +0.4% | +$11.3K | 0.72% | 30 |
|
|
2019
Q4 | $3.91M | Sell |
28,048
-1,111
| -4% | -$155K | 1.12% | 15 |
|
|
2019
Q3 | $3.43M | Sell |
29,159
-436
| -1% | -$51.3K | 1.05% | 18 |
|
|
2019
Q2 | $3.31M | Sell |
29,595
-90
| -0.3% | -$10.1K | 1.04% | 17 |
|
|
2019
Q1 | $3.01M | Buy |
29,685
+191
| +0.6% | +$19.3K | 0.99% | 19 |
|
|
2018
Q4 | $2.88M | Buy |
29,494
+44
| +0.1% | +$4.3K | 1.1% | 18 |
|
|
2018
Q3 | $3.32M | Sell |
29,450
-276
| -0.9% | -$31.1K | 1.14% | 17 |
|
|
2018
Q2 | $3.1M | Sell |
29,726
-2,220
| -7% | -$231K | 1.12% | 18 |
|
|
2018
Q1 | $3.51M | Buy |
31,946
+1,170
| +4% | +$129K | 1.21% | 18 |
|
|
2017
Q4 | $3.2M | Buy |
30,776
+20
| +0.1% | +$2.08K | 1.19% | 18 |
|
|
2017
Q3 | $2.94M | Sell |
30,756
-2,813
| -8% | -$269K | 1.09% | 18 |
|
|
2017
Q2 | $3.07M | Buy |
33,569
+2,070
| +7% | +$189K | 1.03% | 19 |
|
|
2017
Q1 | $2.74M | Buy |
31,499
+545
| +2% | +$47.3K | 1.11% | 17 |
|
|
2016
Q4 | $2.67M | Sell |
30,954
-2,288
| -7% | -$197K | 1.2% | 18 |
|
|
2016
Q3 | $2.21M | Buy |
33,242
+1,711
| +5% | +$114K | 0.68% | 27 |
|
|
2016
Q2 | $1.96M | Buy |
31,531
+2,504
| +9% | +$156K | 0.61% | 29 |
|
|
2016
Q1 | $1.72M | Buy |
29,027
+263
| +0.9% | +$15.6K | 0.6% | 28 |
|
|
2015
Q4 | $1.9M | Sell |
28,764
-4
| -0% | -$264 | 1.14% | 21 |
|
|
2015
Q3 | $1.63M | Buy |
28,768
+2,088
| +8% | +$118K | 1.34% | 18 |
|
|
2015
Q2 | $1.81M | Sell |
26,680
-5,261
| -16% | -$356K | 1.42% | 18 |
|
|
2015
Q1 | $1.94M | Sell |
31,941
-775
| -2% | -$47K | 0.99% | 21 |
|
|
2014
Q4 | $1.99M | Sell |
32,716
-2,965
| -8% | -$180K | 0.98% | 22 |
|
|
2014
Q3 | $1.88M | Buy |
35,681
+4,437
| +14% | +$234K | 1.24% | 21 |
|
|
2014
Q2 | $1.79M | Sell |
31,244
-784
| -2% | -$44.9K | 1.35% | 19 |
|
|
2014
Q1 | $1.94M | Sell |
32,028
-308
| -1% | -$18.7K | 1.38% | 21 |
|
|
2013
Q4 | $1.91M | Sell |
32,336
-1,219
| -4% | -$71.9K | 1.29% | 20 |
|
|
2013
Q3 | $1.73M | Sell |
33,555
-511
| -2% | -$26.4K | 1.23% | 21 |
|
|
2013
Q2 | $1.8M | Buy |
+34,066
| New | +$1.8M | 1.46% | 21 |
|