First Mercantile Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.72M | Sell |
10,486
-1,013
| -9% | -$166K | 0.23% | 65 |
|
|
2021
Q2 | $1.79M | Sell |
11,499
-1,474
| -11% | -$229K | 0.21% | 65 |
|
|
2021
Q1 | $1.98M | Sell |
12,973
-1,681
| -11% | -$256K | 0.23% | 61 |
|
|
2020
Q4 | $1.86M | Sell |
14,654
-2,194
| -13% | -$279K | 0.21% | 66 |
|
|
2020
Q3 | $1.97M | Sell |
16,848
-3,668
| -18% | -$429K | 0.24% | 58 |
|
|
2020
Q2 | $1.93M | Buy |
20,516
+3,372
| +20% | +$317K | 0.24% | 54 |
|
|
2020
Q1 | $1.54M | Buy |
17,144
+3,983
| +30% | +$359K | 0.23% | 49 |
|
|
2019
Q4 | $1.83M | Sell |
13,161
-1,577
| -11% | -$220K | 0.21% | 50 |
|
|
2019
Q3 | $1.73M | Buy |
14,738
+16
| +0.1% | +$1.88K | 0.18% | 66 |
|
|
2019
Q2 | $1.65M | Sell |
14,722
-4,085
| -22% | -$456K | 0.17% | 63 |
|
|
2019
Q1 | $1.9M | Sell |
18,807
-5,843
| -24% | -$592K | 0.45% | 39 |
|
|
2018
Q4 | $2.41M | Buy |
24,650
+575
| +2% | +$56.2K | 0.58% | 33 |
|
|
2018
Q3 | $2.72M | Sell |
24,075
-1,934
| -7% | -$218K | 0.53% | 35 |
|
|
2018
Q2 | $2.71M | Buy |
26,009
+3,667
| +16% | +$382K | 0.54% | 34 |
|
|
2018
Q1 | $2.46M | Sell |
22,342
-2,643
| -11% | -$291K | 0.51% | 34 |
|
|
2017
Q4 | $2.67M | Sell |
24,985
-6,170
| -20% | -$660K | 0.52% | 36 |
|
|
2017
Q3 | $2.98M | Sell |
31,155
-5,157
| -14% | -$493K | 0.54% | 34 |
|
|
2017
Q2 | $3.32M | Sell |
36,312
-4,212
| -10% | -$385K | 0.6% | 28 |
|
|
2017
Q1 | $3.56M | Buy |
40,524
+1,239
| +3% | +$109K | 0.54% | 34 |
|
|
2016
Q4 | $3.39M | Sell |
39,285
-179
| -0.5% | -$15.4K | 0.52% | 34 |
|
|
2016
Q3 | $2.63M | Sell |
39,464
-10,191
| -21% | -$679K | 0.35% | 63 |
|
|
2016
Q2 | $3.09M | Sell |
49,655
-16,642
| -25% | -$1.03M | 0.38% | 56 |
|
|
2016
Q1 | $3.93M | Sell |
66,297
-15,764
| -19% | -$934K | 0.48% | 45 |
|
|
2015
Q4 | $5.42M | Sell |
82,061
-4,902
| -6% | -$324K | 0.56% | 31 |
|
|
2015
Q3 | $5.3M | Sell |
86,963
-7,837
| -8% | -$478K | 0.53% | 24 |
|
|
2015
Q2 | $6.42M | Buy |
94,800
+257
| +0.3% | +$17.4K | 0.55% | 25 |
|
|
2015
Q1 | $5.73M | Sell |
94,543
-69,995
| -43% | -$4.24M | 0.48% | 35 |
|
|
2014
Q4 | $10.3M | Sell |
164,538
-22,097
| -12% | -$1.38M | 0.85% | 13 |
|
|
2014
Q3 | $11.2M | Sell |
186,635
-7,656
| -4% | -$461K | 0.91% | 12 |
|
|
2014
Q2 | $11.2M | Buy |
194,291
+2,144
| +1% | +$124K | 0.89% | 11 |
|
|
2014
Q1 | $11.7M | Sell |
192,147
-7,988
| -4% | -$485K | 0.85% | 9 |
|
|
2013
Q4 | $11.7M | Sell |
200,135
-31,927
| -14% | -$1.87M | 0.92% | 8 |
|
|
2013
Q3 | $12M | Buy |
232,062
+13,367
| +6% | +$691K | 0.97% | 8 |
|
|
2013
Q2 | $11.5M | Buy |
+218,695
| New | +$11.5M | 0.99% | 8 |
|