FCAG
First Capital Advisors Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.26M | Sell |
15,560
-65
| -0.4% | -$9.45K | 1.18% | 21 |
|
|
2023
Q1 | $2.04M | Sell |
15,625
-255
| -2% | -$33.2K | 1.31% | 23 |
|
|
2022
Q4 | $2.13M | Sell |
15,880
-2,070
| -12% | -$278K | 1.44% | 17 |
|
|
2022
Q3 | $1.88M | Buy |
17,950
+380
| +2% | +$39.7K | 1.57% | 17 |
|
|
2022
Q2 | $1.98M | Buy |
17,570
+91
| +0.5% | +$10.3K | 1.36% | 17 |
|
|
2022
Q1 | $2.38M | Sell |
17,479
-171
| -1% | -$23.3K | 1.56% | 24 |
|
|
2021
Q4 | $2.8M | Buy |
+17,650
| New | +$2.8M | 1.53% | 25 |
|
|
2018
Q4 | $1.28M | Buy |
13,140
+9
| +0.1% | +$879 | 0.96% | 25 |
|
|
2018
Q3 | $1.48M | Sell |
13,131
-171
| -1% | -$19.3K | 0.91% | 24 |
|
|
2018
Q2 | $1.39M | Sell |
13,302
-640
| -5% | -$66.7K | 0.92% | 23 |
|
|
2018
Q1 | $1.53M | Sell |
13,942
-3,101
| -18% | -$341K | 0.89% | 28 |
|
|
2017
Q4 | $1.82M | Sell |
17,043
-331
| -2% | -$35.4K | 1.15% | 24 |
|
|
2017
Q3 | $1.66M | Sell |
17,374
-1,841
| -10% | -$176K | 1.14% | 21 |
|
|
2017
Q2 | $1.76M | Sell |
19,215
-480
| -2% | -$43.9K | 1.2% | 18 |
|
|
2017
Q1 | $1.73M | Buy |
19,695
+170
| +0.9% | +$14.9K | 1.29% | 15 |
|
|
2016
Q4 | $1.69M | Buy |
+19,525
| New | +$1.69M | 1.56% | 15 |
|