FPIS
Financial Planning & Information Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $537K | Buy |
2,549
+913
| +56% | +$193K | 0.07% | 57 |
|
|
2024
Q2 | $331K | Sell |
1,636
-15,557
| -90% | -$3.15M | 0.05% | 65 |
|
|
2024
Q1 | $3.44M | Sell |
17,193
-259
| -1% | -$51.9K | 0.52% | 33 |
|
|
2023
Q4 | $2.97M | Hold |
17,452
| – | – | 0.47% | 35 |
|
|
2023
Q3 | $2.53M | Hold |
17,452
| – | – | 0.47% | 35 |
|
|
2023
Q2 | $2.54M | Hold |
17,452
| – | – | 0.47% | 35 |
|
|
2023
Q1 | $2.27M | Sell |
17,452
-400
| -2% | -$52.1K | 0.44% | 35 |
|
|
2022
Q4 | $2.39M | Sell |
17,852
-23
| -0.1% | -$3.08K | 0.51% | 32 |
|
|
2022
Q3 | $1.87M | Buy |
17,875
+500
| +3% | +$52.3K | 0.45% | 31 |
|
|
2022
Q2 | $1.96M | Hold |
17,375
| – | – | 0.48% | 34 |
|
|
2022
Q1 | $2.37M | Sell |
17,375
-377
| -2% | -$51.4K | 0.53% | 33 |
|
|
2021
Q4 | $2.81M | Sell |
17,752
-142
| -0.8% | -$22.5K | 0.69% | 31 |
|
|
2021
Q3 | $2.93M | Buy |
17,894
+213
| +1% | +$34.9K | 0.8% | 27 |
|
|
2021
Q2 | $2.75M | Sell |
17,681
-111
| -0.6% | -$17.3K | 0.81% | 27 |
|
|
2021
Q1 | $2.71M | Buy |
17,792
+111
| +0.6% | +$16.9K | 0.83% | 27 |
|
|
2020
Q4 | $2.25M | Hold |
17,681
| – | – | 0.76% | 25 |
|
|
2020
Q3 | $1.7M | Buy |
17,681
+400
| +2% | +$38.5K | 0.66% | 26 |
|
|
2020
Q2 | $1.63M | Hold |
17,281
| – | – | 0.68% | 26 |
|
|
2020
Q1 | $1.56M | Hold |
17,281
| – | – | 0.81% | 25 |
|
|
2019
Q4 | $2.41M | Buy |
17,281
+164
| +1% | +$22.9K | 0.96% | 23 |
|
|
2019
Q3 | $2.01M | Buy |
17,117
+133
| +0.8% | +$15.6K | 0.85% | 24 |
|
|
2019
Q2 | $1.9M | Hold |
16,984
| – | – | 0.82% | 26 |
|
|
2019
Q1 | $1.72M | Sell |
16,984
-517
| -3% | -$52.3K | 0.77% | 27 |
|
|
2018
Q4 | $1.71M | Hold |
17,501
| – | – | 0.84% | 27 |
|
|
2018
Q3 | $1.98M | Buy |
17,501
+1,521
| +10% | +$172K | 0.76% | 29 |
|
|
2018
Q2 | $1.67M | Hold |
15,980
| – | – | 0.62% | 28 |
|
|
2018
Q1 | $1.76M | Hold |
15,980
| – | – | 0.62% | 25 |
|
|
2017
Q4 | $1.71M | Hold |
15,980
| – | – | 0.58% | 23 |
|
|
2017
Q3 | $1.53M | Hold |
15,980
| – | – | 0.54% | 24 |
|
|
2017
Q2 | $1.46M | Hold |
15,980
| – | – | 0.53% | 24 |
|
|
2017
Q1 | $1.4M | Sell |
15,980
-75
| -0.5% | -$6.59K | 0.52% | 24 |
|
|
2016
Q4 | $1.39M | Hold |
16,055
| – | – | 0.54% | 24 |
|
|
2016
Q3 | $1.07M | Hold |
16,055
| – | – | 0.44% | 25 |
|
|
2016
Q2 | $998K | Hold |
16,055
| – | – | 0.46% | 25 |
|
|
2016
Q1 | $951K | Sell |
16,055
-69
| -0.4% | -$4.09K | 0.49% | 24 |
|
|
2015
Q4 | $1.07M | Hold |
16,124
| – | – | 0.61% | 24 |
|
|
2015
Q3 | $983K | Hold |
16,124
| – | – | 0.62% | 24 |
|
|
2015
Q2 | $1.09M | Sell |
16,124
-135
| -0.8% | -$9.15K | 0.65% | 22 |
|
|
2015
Q1 | $985K | Hold |
16,259
| – | – | 0.64% | 21 |
|
|
2014
Q4 | $979K | Hold |
16,259
| – | – | 0.68% | 21 |
|
|
2014
Q3 | $979K | Hold |
16,259
| – | – | 0.68% | 21 |
|
|
2014
Q2 | $937K | Sell |
16,259
-72
| -0.4% | -$4.15K | 0.63% | 20 |
|
|
2014
Q1 | $991K | Hold |
16,331
| – | – | 0.69% | 20 |
|
|
2013
Q4 | $955K | Buy |
+16,331
| New | +$955K | 0.68% | 22 |
|