First Pacific Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,450
| Closed | -$647K | – | 110 |
|
|
2023
Q2 | $647K | Hold |
4,450
| – | – | 0.01% | 75 |
|
|
2023
Q1 | $580K | Sell |
4,450
-2,550
| -36% | -$332K | 0.01% | 86 |
|
|
2022
Q4 | $939K | Hold |
7,000
| – | – | 0.01% | 99 |
|
|
2022
Q3 | $732K | Buy |
7,000
+4,600
| +192% | +$481K | 0.01% | 120 |
|
|
2022
Q2 | $270K | Buy |
+2,400
| New | +$270K | ﹤0.01% | 147 |
|
|
2020
Q3 | – | Sell |
-3,280
| Closed | -$309K | – | 147 |
|
|
2020
Q2 | $309K | Sell |
3,280
-3,100
| -49% | -$292K | ﹤0.01% | 113 |
|
|
2020
Q1 | $574K | Sell |
6,380
-3,670
| -37% | -$330K | 0.01% | 99 |
|
|
2019
Q4 | $1.4M | Sell |
10,050
-1,070
| -10% | -$149K | 0.01% | 83 |
|
|
2019
Q3 | $1.31M | Sell |
11,120
-1,630
| -13% | -$192K | 0.01% | 87 |
|
|
2019
Q2 | $1.43M | Sell |
12,750
-3,150
| -20% | -$352K | 0.01% | 85 |
|
|
2019
Q1 | $1.61M | Hold |
15,900
| – | – | 0.01% | 85 |
|
|
2018
Q4 | $1.55M | Sell |
15,900
-100
| -0.6% | -$9.76K | 0.01% | 84 |
|
|
2018
Q3 | $1.81M | Hold |
16,000
| – | – | 0.01% | 89 |
|
|
2018
Q2 | $1.67M | Hold |
16,000
| – | – | 0.01% | 84 |
|
|
2018
Q1 | $1.76M | Hold |
16,000
| – | – | 0.01% | 79 |
|
|
2017
Q4 | $1.71M | Buy |
+16,000
| New | +$1.71M | 0.01% | 80 |
|