Fieldpoint Private Securities’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 | $3M | Sell |
26,604
-10,988
| -29% | -$1.24M | 0.87% | 23 |
|
|
2022
Q1 | $5.12M | Sell |
37,592
-2,219
| -6% | -$302K | 1.06% | 15 |
|
|
2021
Q4 | $6.3M | Buy |
39,811
+630
| +2% | +$99.8K | 1.24% | 10 |
|
|
2021
Q3 | $6.41M | Buy |
39,181
+207
| +0.5% | +$33.9K | 1.42% | 6 |
|
|
2021
Q2 | $6.21M | Buy |
38,974
+1,058
| +3% | +$168K | 1.36% | 6 |
|
|
2021
Q1 | $5.77M | Sell |
37,916
-1,110
| -3% | -$169K | 1.35% | 7 |
|
|
2020
Q4 | $4.96M | Sell |
39,026
-188
| -0.5% | -$23.9K | 1.13% | 12 |
|
|
2020
Q3 | $3.78M | Buy |
39,214
+2,010
| +5% | +$193K | 1.11% | 17 |
|
|
2020
Q2 | $3.5M | Sell |
37,204
-334
| -0.9% | -$31.4K | 1.18% | 17 |
|
|
2020
Q1 | $3.38M | Sell |
37,538
-289
| -0.8% | -$26K | 1.3% | 16 |
|
|
2019
Q4 | $5.27M | Sell |
37,827
-227
| -0.6% | -$31.6K | 1.54% | 6 |
|
|
2019
Q3 | $4.48M | Sell |
38,054
-1,166
| -3% | -$137K | 1.62% | 8 |
|
|
2019
Q2 | $4.39M | Buy |
39,220
+2,875
| +8% | +$321K | 1.37% | 8 |
|
|
2019
Q1 | $3.68M | Sell |
36,345
-3,793
| -9% | -$384K | 1.52% | 8 |
|
|
2018
Q4 | $3.92M | Buy |
40,138
+4,966
| +14% | +$485K | 1.74% | 6 |
|
|
2018
Q3 | $3.97M | Buy |
35,172
+2,355
| +7% | +$266K | 1.5% | 11 |
|
|
2018
Q2 | $3.42M | Sell |
32,817
-77
| -0.2% | -$8.02K | 1.31% | 15 |
|
|
2018
Q1 | $3.62M | Buy |
32,894
+2,951
| +10% | +$324K | 1.65% | 11 |
|
|
2017
Q4 | $3.2M | Sell |
29,943
-3,145
| -10% | -$336K | 1.69% | 13 |
|
|
2017
Q3 | $3.16M | Buy |
+33,088
| New | +$3.16M | 1.36% | 14 |
|
|
2017
Q2 | – | Sell |
-21,336
| Closed | -$1.87M | – | 266 |
|
|
2017
Q1 | $1.87M | Buy |
+21,336
| New | +$1.87M | 1.46% | 21 |
|