FCB
First Command Bank’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.04M | Buy |
7,152
+218
| +3% | +$31.7K | 0.1% | 52 |
|
|
2023
Q1 | $904K | Sell |
6,934
-10
| -0.1% | -$1.3K | 0.09% | 53 |
|
|
2022
Q4 | $931K | Buy |
6,944
+382
| +6% | +$51.2K | 0.12% | 48 |
|
|
2022
Q3 | $686K | Sell |
6,562
-190
| -3% | -$19.9K | 0.1% | 63 |
|
|
2022
Q2 | $760K | Sell |
6,752
-140
| -2% | -$15.8K | 0.11% | 62 |
|
|
2022
Q1 | $940K | Buy |
6,892
+1,418
| +26% | +$193K | 0.13% | 58 |
|
|
2021
Q4 | $896K | Hold |
5,474
| – | – | 0.15% | 54 |
|
|
2021
Q3 | $896K | Buy |
5,474
+485
| +10% | +$79.4K | 0.15% | 54 |
|
|
2021
Q2 | $775K | Sell |
4,989
-160
| -3% | -$24.9K | 0.09% | 62 |
|
|
2021
Q1 | $784K | Buy |
5,149
+227
| +5% | +$34.6K | 0.17% | 57 |
|
|
2020
Q4 | $625K | Buy |
4,922
+253
| +5% | +$32.1K | 0.15% | 61 |
|
|
2020
Q3 | $449K | Sell |
4,669
-731
| -14% | -$70.3K | 0.13% | 72 |
|
|
2020
Q2 | $508K | Sell |
5,400
-145
| -3% | -$13.6K | 0.16% | 63 |
|
|
2020
Q1 | $500K | Sell |
5,545
-127
| -2% | -$11.5K | 0.27% | 57 |
|
|
2019
Q4 | $791K | Buy |
5,672
+411
| +8% | +$57.3K | 0.37% | 43 |
|
|
2019
Q3 | $620K | Buy |
5,261
+970
| +23% | +$114K | 0.31% | 49 |
|
|
2019
Q2 | $480K | Hold |
4,291
| – | – | 0.24% | 64 |
|
|
2019
Q1 | $435K | Buy |
4,291
+831
| +24% | +$84.2K | 0.22% | 67 |
|
|
2018
Q4 | $338K | Sell |
3,460
-414
| -11% | -$40.4K | 0.17% | 72 |
|
|
2018
Q3 | $437K | Buy |
3,874
+68
| +2% | +$7.67K | 0.12% | 79 |
|
|
2018
Q2 | $397K | Sell |
3,806
-1,545
| -29% | -$161K | 0.12% | 82 |
|
|
2018
Q1 | $588K | Buy |
5,351
+102
| +2% | +$11.2K | 0.32% | 41 |
|
|
2017
Q4 | $561K | Hold |
5,249
| – | – | 0.31% | 51 |
|
|
2017
Q3 | $501K | Sell |
5,249
-179
| -3% | -$17.1K | 0.31% | 50 |
|
|
2017
Q2 | $496K | Buy |
5,428
+350
| +7% | +$32K | 0.33% | 47 |
|
|
2017
Q1 | $446K | Buy |
5,078
+595
| +13% | +$52.3K | 0.31% | 54 |
|
|
2016
Q4 | $387K | Buy |
+4,483
| New | +$387K | 0.31% | 55 |
|