Financial Advantage’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$104K | – | 81 |
|
|
2022
Q3 | $104K | Hold |
1,000
| – | – | 0.1% | 43 |
|
|
2022
Q2 | $112K | Sell |
1,000
-100
| -9% | -$11.2K | 0.1% | 45 |
|
|
2022
Q1 | $149K | Buy |
1,100
+1,000
| +1,000% | +$135K | 0.12% | 44 |
|
|
2021
Q4 | $15K | Hold |
100
| – | – | 0.01% | 112 |
|
|
2021
Q3 | $16K | Hold |
100
| – | – | 0.01% | 94 |
|
|
2021
Q2 | $15K | Hold |
100
| – | – | 0.01% | 94 |
|
|
2021
Q1 | $15K | Hold |
100
| – | – | 0.01% | 101 |
|
|
2020
Q4 | $12K | Hold |
100
| – | – | 0.01% | 97 |
|
|
2020
Q3 | $9K | Sell |
100
-317
| -76% | -$28.5K | 0.01% | 94 |
|
|
2020
Q2 | $39K | Buy |
417
+317
| +317% | +$29.6K | 0.03% | 72 |
|
|
2020
Q1 | $9K | Hold |
100
| – | – | 0.01% | 92 |
|
|
2019
Q4 | $13K | Sell |
100
-560
| -85% | -$72.8K | 0.01% | 86 |
|
|
2019
Q3 | $77K | Buy |
660
+560
| +560% | +$65.3K | 0.05% | 55 |
|
|
2019
Q2 | $11K | Hold |
100
| – | – | 0.01% | 85 |
|
|
2019
Q1 | $10K | Buy |
+100
| New | +$10K | 0.01% | 88 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$6K | – | 166 |
|
|
2013
Q4 | $6K | Hold |
100
| – | – | 0.01% | 179 |
|
|
2013
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 167 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 168 |
|