First National Bank of South Miami’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.52M | Sell |
10,417
-542
| -5% | -$78.8K | 1.22% | 17 |
|
|
2023
Q1 | $1.43M | Sell |
10,959
-304
| -3% | -$39.6K | 1.14% | 17 |
|
|
2022
Q4 | $1.51M | Sell |
11,263
-195
| -2% | -$26.1K | 1.13% | 18 |
|
|
2022
Q3 | $1.2M | Sell |
11,458
-533
| -4% | -$55.7K | 0.93% | 25 |
|
|
2022
Q2 | $1.35M | Sell |
11,991
-120
| -1% | -$13.5K | 0.92% | 22 |
|
|
2022
Q1 | $1.65M | Buy |
12,111
+758
| +7% | +$103K | 1% | 21 |
|
|
2021
Q4 | $1.8M | Buy |
11,353
+803
| +8% | +$127K | 1.09% | 19 |
|
|
2021
Q3 | $1.73M | Buy |
10,550
+536
| +5% | +$87.7K | 1.16% | 17 |
|
|
2021
Q2 | $1.56M | Buy |
10,014
+723
| +8% | +$112K | 1.06% | 19 |
|
|
2021
Q1 | $1.41M | Buy |
9,291
+339
| +4% | +$51.6K | 1.08% | 20 |
|
|
2020
Q4 | $1.14M | Buy |
8,952
+85
| +1% | +$10.8K | 0.98% | 25 |
|
|
2020
Q3 | $854K | Sell |
8,867
-321
| -3% | -$30.9K | 0.81% | 33 |
|
|
2020
Q2 | $864K | Sell |
9,188
-105
| -1% | -$9.87K | 0.93% | 28 |
|
|
2020
Q1 | $837K | Sell |
9,293
-324
| -3% | -$29.2K | 1.06% | 22 |
|
|
2019
Q4 | $1.34M | Sell |
9,617
-580
| -6% | -$80.8K | 1.33% | 14 |
|
|
2019
Q3 | $1.12M | Sell |
10,197
-10
| -0.1% | -$1.1K | 1.07% | 25 |
|
|
2019
Q2 | $1.18M | Buy |
10,207
+250
| +3% | +$29K | 1.11% | 22 |
|
|
2019
Q1 | $1.01M | Sell |
9,957
-51
| -0.5% | -$5.16K | 0.96% | 26 |
|
|
2018
Q4 | $1.04M | Buy |
+10,008
| New | +$1.04M | 1.01% | 25 |
|