FinTrust Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.01M | Buy |
14,277
+1,528
| +12% | +$322K | 0.51% | 39 |
|
|
2024
Q2 | $2.58M | Buy |
12,749
+363
| +3% | +$73.4K | 0.47% | 41 |
|
|
2024
Q1 | $2.48M | Sell |
12,386
-93
| -0.7% | -$18.6K | 0.48% | 39 |
|
|
2023
Q4 | $2.12M | Sell |
12,479
-412
| -3% | -$70.1K | 0.42% | 46 |
|
|
2023
Q3 | $1.87M | Buy |
12,891
+579
| +5% | +$84K | 0.42% | 47 |
|
|
2023
Q2 | $1.65M | Hold |
12,312
| – | – | 0.4% | 63 |
|
|
2023
Q1 | $1.65M | Hold |
12,312
| – | – | 0.4% | 63 |
|
|
2022
Q4 | $1.65M | Sell |
12,312
-253
| -2% | -$33.9K | 0.4% | 65 |
|
|
2022
Q3 | $1.49M | Sell |
12,565
-202
| -2% | -$24K | 0.38% | 64 |
|
|
2022
Q2 | $1.47M | Sell |
12,767
-62
| -0.5% | -$7.11K | 0.37% | 64 |
|
|
2022
Q1 | $1.75M | Buy |
12,829
+41
| +0.3% | +$5.59K | 0.4% | 59 |
|
|
2021
Q4 | $2.03M | Sell |
12,788
-710
| -5% | -$112K | 0.48% | 51 |
|
|
2021
Q3 | $2.21M | Sell |
13,498
-260
| -2% | -$42.6K | 0.58% | 39 |
|
|
2021
Q2 | $2.14M | Sell |
13,758
-287
| -2% | -$44.6K | 0.56% | 46 |
|
|
2021
Q1 | $2.14M | Buy |
14,045
+1,226
| +10% | +$187K | 0.62% | 41 |
|
|
2020
Q4 | $1.63M | Buy |
12,819
+209
| +2% | +$26.6K | 0.52% | 54 |
|
|
2020
Q3 | $1.21K | Sell |
12,610
-1,554
| -11% | -$150 | 0.24% | 67 |
|
|
2020
Q2 | $1.33M | Sell |
14,164
-1,299
| -8% | -$122K | 0.53% | 51 |
|
|
2020
Q1 | $1.39M | Buy |
15,463
+295
| +2% | +$26.6K | 0.67% | 29 |
|
|
2019
Q4 | $2.11M | Buy |
15,168
+34
| +0.2% | +$4.74K | 0.86% | 18 |
|
|
2019
Q3 | $1.78M | Sell |
15,134
-10
| -0.1% | -$1.18K | 0.61% | 21 |
|
|
2019
Q2 | $1.69M | Buy |
15,144
+759
| +5% | +$84.9K | 0.68% | 24 |
|
|
2019
Q1 | $1.46M | Sell |
14,385
-1,275
| -8% | -$129K | 0.61% | 26 |
|
|
2018
Q4 | $1.53M | Buy |
+15,660
| New | +$1.53M | 0.75% | 25 |
|