Ferris Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $10.9M | Hold |
80,264
| – | – | 2.5% | 8 |
|
|
2021
Q4 | $12.7M | Hold |
80,264
| – | – | 2.76% | 6 |
|
|
2021
Q3 | $13.5M | Buy |
+80,264
| New | +$13.5M | 2.88% | 5 |
|
|
2021
Q2 | – | Sell |
-79,857
| Closed | -$12.2M | – | 124 |
|
|
2021
Q1 | $12.2M | Hold |
79,857
| – | – | 3.03% | 5 |
|
|
2020
Q4 | $10.1M | Buy |
79,857
+105
| +0.1% | +$13.3K | 2.84% | 5 |
|
|
2020
Q3 | $7.68M | Buy |
79,752
+147
| +0.2% | +$14.2K | 2.48% | 6 |
|
|
2020
Q2 | $7.49M | Sell |
79,605
-1,142
| -1% | -$107K | 2.64% | 5 |
|
|
2020
Q1 | $7.27M | Buy |
80,747
+771
| +1% | +$69.4K | 3.21% | 5 |
|
|
2019
Q4 | $11.1M | Hold |
79,976
| – | – | 3.9% | 2 |
|
|
2019
Q3 | $9.41M | Sell |
79,976
-1,323
| -2% | -$156K | 3.39% | 3 |
|
|
2019
Q2 | $9.09M | Sell |
81,299
-79
| -0.1% | -$8.83K | 3.37% | 2 |
|
|
2019
Q1 | $8.24M | Sell |
81,378
-5
| -0% | -$506 | 3.03% | 2 |
|
|
2018
Q4 | $7.95M | Sell |
81,383
-26
| -0% | -$2.54K | 3.53% | 3 |
|
|
2018
Q3 | $9.19M | Sell |
81,409
-332
| -0.4% | -$37.5K | 3.63% | 3 |
|
|
2018
Q2 | $8.52M | Sell |
81,741
-85
| -0.1% | -$8.86K | 3.59% | 3 |
|
|
2018
Q1 | $9M | Sell |
81,826
-8,052
| -9% | -$885K | 3.63% | 2 |
|
|
2017
Q4 | $9.61M | Buy |
89,878
+44,474
| +98% | +$4.76M | 3.42% | 3 |
|
|
2017
Q3 | $4.34M | Sell |
45,404
-522
| -1% | -$49.9K | 2.14% | 8 |
|
|
2017
Q2 | $4.2M | Buy |
+45,926
| New | +$4.2M | 1.97% | 8 |
|