FANJ
Financial Architects (New Jersey)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.45M | Sell |
16,842
-301
| -2% | -$43.8K | 0.37% | 54 |
|
|
2023
Q1 | $2.23M | Sell |
17,143
-3,969
| -19% | -$517K | 0.36% | 64 |
|
|
2022
Q4 | $2.83M | Buy |
21,112
+118
| +0.6% | +$15.8K | 0.47% | 47 |
|
|
2022
Q3 | $2.19M | Buy |
+20,994
| New | +$2.19M | 0.38% | 58 |
|
|
2022
Q2 | – | Sell |
-17,221
| Closed | -$2.35M | – | 153 |
|
|
2022
Q1 | $2.35M | Buy |
17,221
+648
| +4% | +$88.4K | 0.34% | 73 |
|
|
2021
Q4 | $2.62M | Buy |
16,573
+265
| +2% | +$42K | 0.35% | 69 |
|
|
2021
Q3 | $2.67M | Sell |
16,308
-1,131
| -6% | -$185K | 0.39% | 62 |
|
|
2021
Q2 | $2.71M | Buy |
17,439
+1,604
| +10% | +$249K | 0.39% | 60 |
|
|
2021
Q1 | $2.41M | Sell |
15,835
-36
| -0.2% | -$5.48K | 0.38% | 61 |
|
|
2020
Q4 | $2.02M | Sell |
15,871
-251
| -2% | -$31.9K | 0.37% | 62 |
|
|
2020
Q3 | $1.55M | Sell |
16,122
-1,586
| -9% | -$153K | 0.34% | 66 |
|
|
2020
Q2 | $1.67M | Buy |
17,708
+2,338
| +15% | +$220K | 0.38% | 58 |
|
|
2020
Q1 | $1.38M | Buy |
15,370
+1,074
| +8% | +$96.7K | 0.38% | 58 |
|
|
2019
Q4 | $1.99M | Sell |
14,296
-294
| -2% | -$41K | 0.43% | 54 |
|
|
2019
Q3 | $1.72M | Sell |
14,590
-57,556
| -80% | -$6.77M | 0.4% | 57 |
|
|
2019
Q2 | $8.07M | Sell |
72,146
-85,989
| -54% | -$9.61M | 1.5% | 15 |
|
|
2019
Q1 | $16M | Buy |
158,135
+250
| +0.2% | +$25.3K | 2.72% | 3 |
|
|
2018
Q4 | $15.4M | Buy |
157,885
+557
| +0.4% | +$54.4K | 2.95% | 2 |
|
|
2018
Q3 | $17.8M | Buy |
157,328
+322
| +0.2% | +$36.3K | 2.89% | 2 |
|
|
2018
Q2 | $16.4M | Sell |
157,006
-1,269
| -0.8% | -$132K | 2.92% | 3 |
|
|
2018
Q1 | $17.4M | Sell |
158,275
-2,176
| -1% | -$239K | 3.4% | 2 |
|
|
2017
Q4 | $17.2M | Sell |
160,451
-2,493
| -2% | -$267K | 2.86% | 3 |
|
|
2017
Q3 | $15.6M | Buy |
162,944
+3,136
| +2% | +$300K | 2.77% | 3 |
|
|
2017
Q2 | $14.6M | Buy |
159,808
+1,344
| +0.8% | +$123K | 2.62% | 3 |
|
|
2017
Q1 | $13.9M | Buy |
158,464
+99,360
| +168% | +$8.73M | 2.47% | 3 |
|
|
2016
Q4 | $5.1M | Sell |
59,104
-2,882
| -5% | -$249K | 1.2% | 20 |
|
|
2016
Q3 | $4.13M | Sell |
61,986
-1,204
| -2% | -$80.2K | 1.11% | 18 |
|
|
2016
Q2 | $3.93M | Buy |
63,190
+48,482
| +330% | +$3.01M | 1.11% | 18 |
|
|
2016
Q1 | $871K | Buy |
14,708
+227
| +2% | +$13.4K | 0.31% | 73 |
|
|
2015
Q4 | $956K | Buy |
14,481
+563
| +4% | +$37.2K | 0.38% | 64 |
|
|
2015
Q3 | $849K | Buy |
13,918
+245
| +2% | +$14.9K | 0.36% | 65 |
|
|
2015
Q2 | $893K | Sell |
13,673
-328
| -2% | -$21.4K | 0.32% | 64 |
|
|
2015
Q1 | $848K | Buy |
14,001
+27
| +0.2% | +$1.64K | 0.33% | 65 |
|
|
2014
Q4 | $874K | Buy |
13,974
+330
| +2% | +$20.6K | 0.38% | 55 |
|
|
2014
Q3 | $822K | Buy |
13,644
+190
| +1% | +$11.4K | 0.4% | 54 |
|
|
2014
Q2 | $775K | Sell |
13,454
-737
| -5% | -$42.5K | 0.37% | 58 |
|
|
2014
Q1 | $862K | Buy |
14,191
+2,294
| +19% | +$139K | 0.52% | 48 |
|
|
2013
Q4 | $696K | Buy |
11,897
+1,589
| +15% | +$93K | 0.41% | 60 |
|
|
2013
Q3 | $533K | Sell |
10,308
-314
| -3% | -$16.2K | 0.34% | 63 |
|
|
2013
Q2 | $566K | Buy |
+10,622
| New | +$566K | 0.42% | 54 |
|