Financial Consulate’s JPMorgan Chase JPM Stock Holding History

Financial Consulate’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,503	Closed	-$717K	–	78
2023 Q1	$717K	Buy	5,503 +334	+6%	+$43.5K	0.25%	43
2022 Q4	$693K	Sell	5,169 -300	-5%	-$40.2K	0.24%	53
2022 Q3	$572K	Hold	5,469	–	–	0.24%	47
2022 Q2	$616K	Sell	5,469 -118	-2%	-$13.3K	0.29%	46
2022 Q1	$762K	Buy	5,587 +150	+3%	+$20.5K	0.29%	47
2021 Q4	$861K	Sell	5,437 -50	-0.9%	-$7.92K	0.3%	46
2021 Q3	$898K	Buy	5,487 +300	+6%	+$49.1K	0.33%	39
2021 Q2	$807K	Hold	5,187	–	–	0.29%	43
2021 Q1	$790K	Buy	5,187 +100	+2%	+$15.2K	0.32%	42
2020 Q4	$646K	Hold	5,087	–	–	0.28%	51
2020 Q3	$490K	Buy	5,087 +107	+2%	+$10.3K	0.23%	57
2020 Q2	$468K	Sell	4,980 -59	-1%	-$5.55K	0.24%	57
2020 Q1	$454K	Buy	5,039 +1	+0%	+$90	0.27%	53
2019 Q4	$702K	Sell	5,038 -20	-0.4%	-$2.79K	0.31%	45
2019 Q3	$595K	Buy	5,058 +220	+5%	+$25.9K	0.26%	55
2019 Q2	$541K	Sell	4,838 -127	-3%	-$14.2K	0.24%	57
2019 Q1	$503K	Sell	4,965 -224	-4%	-$22.7K	0.23%	65
2018 Q4	$507K	Buy	5,189 +23	+0.4%	+$2.25K	0.3%	59
2018 Q3	$583K	Sell	5,166 -125	-2%	-$14.1K	0.33%	58
2018 Q2	$551K	Buy	5,291 +250	+5%	+$26K	0.28%	64
2018 Q1	$554K	Buy	5,041 +50	+1%	+$5.5K	0.29%	63
2017 Q4	$534K	Hold	4,991	–	–	0.27%	62
2017 Q3	$477K	Buy	4,991 +916	+22%	+$87.5K	0.26%	64
2017 Q2	$372K	Buy	4,075 +44	+1%	+$4.02K	0.22%	68
2017 Q1	$354K	Buy	4,031 +140	+4%	+$12.3K	0.23%	65
2016 Q4	$336K	Hold	3,891	–	–	0.24%	59
2016 Q3	$259K	Sell	3,891 -100	-3%	-$6.66K	0.23%	58
2016 Q2	$248K	Buy	3,991 +64	+2%	+$3.98K	0.19%	61
2016 Q1	$233K	Hold	3,927	–	–	0.16%	65
2015 Q4	$259K	Hold	3,927	–	–	0.18%	56
2015 Q3	$239K	Sell	3,927 -350	-8%	-$21.3K	0.21%	55
2015 Q2	$290K	Hold	4,277	–	–	0.21%	51
2015 Q1	$259K	Sell	4,277 -590	-12%	-$35.7K	0.22%	49
2014 Q4	$305K	Buy	+4,867	New	+$305K	0.2%	54