Flippin Bruce & Porter’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $18.8M | Sell |
123,188
-28,537
| -19% | -$4.34M | 3.39% | 2 |
|
|
2020
Q4 | $19.3M | Sell |
151,725
-3,755
| -2% | -$477K | 3.82% | 2 |
|
|
2020
Q3 | $15M | Sell |
155,480
-7,558
| -5% | -$728K | 3.36% | 2 |
|
|
2020
Q2 | $15.3M | Sell |
163,038
-9,841
| -6% | -$926K | 3.44% | 2 |
|
|
2020
Q1 | $15.6M | Sell |
172,879
-697
| -0.4% | -$62.8K | 3.82% | 1 |
|
|
2019
Q4 | $24.2M | Sell |
173,576
-4,209
| -2% | -$587K | 4.17% | 1 |
|
|
2019
Q3 | $20.9M | Sell |
177,785
-5,129
| -3% | -$604K | 3.72% | 1 |
|
|
2019
Q2 | $20.5M | Buy |
182,914
+1,815
| +1% | +$203K | 3.59% | 1 |
|
|
2019
Q1 | $18.3M | Buy |
181,099
+3,645
| +2% | +$369K | 3.28% | 1 |
|
|
2018
Q4 | $17.3M | Buy |
177,454
+8,872
| +5% | +$866K | 3.4% | 1 |
|
|
2018
Q3 | $19M | Sell |
168,582
-1,661
| -1% | -$187K | 3.53% | 1 |
|
|
2018
Q2 | $17.7M | Buy |
170,243
+1,274
| +0.8% | +$133K | 3.68% | 1 |
|
|
2018
Q1 | $18.6M | Sell |
168,969
-4,440
| -3% | -$488K | 4% | 1 |
|
|
2017
Q4 | $18.5M | Sell |
173,409
-7,147
| -4% | -$764K | 3.94% | 1 |
|
|
2017
Q3 | $17.2M | Sell |
180,556
-6,821
| -4% | -$651K | 3.8% | 1 |
|
|
2017
Q2 | $17.1M | Buy |
187,377
+101
| +0.1% | +$9.23K | 3.86% | 1 |
|
|
2017
Q1 | $16.5M | Buy |
187,276
+2,619
| +1% | +$230K | 3.8% | 1 |
|
|
2016
Q4 | $15.9M | Sell |
184,657
-25,928
| -12% | -$2.24M | 3.88% | 1 |
|
|
2016
Q3 | $14M | Buy |
210,585
+7,390
| +4% | +$492K | 3.89% | 1 |
|
|
2016
Q2 | $12.6M | Buy |
203,195
+6,614
| +3% | +$411K | 3.75% | 1 |
|
|
2016
Q1 | $11.6M | Buy |
196,581
+10,393
| +6% | +$615K | 3.68% | 1 |
|
|
2015
Q4 | $12.3M | Sell |
186,188
-3,229
| -2% | -$213K | 4.17% | 1 |
|
|
2015
Q3 | $11.5M | Sell |
189,417
-1,709
| -0.9% | -$104K | 4.1% | 1 |
|
|
2015
Q2 | $13M | Sell |
191,126
-902
| -0.5% | -$61.1K | 4.38% | 1 |
|
|
2015
Q1 | $11.6M | Sell |
192,028
-820
| -0.4% | -$49.7K | 4.02% | 1 |
|
|
2014
Q4 | $12.1M | Sell |
192,848
-1,149
| -0.6% | -$71.9K | 3.87% | 1 |
|
|
2014
Q3 | $11.7M | Buy |
193,997
+313
| +0.2% | +$18.9K | 3.87% | 1 |
|
|
2014
Q2 | $11.2M | Sell |
193,684
-11,985
| -6% | -$691K | 3.71% | 1 |
|
|
2014
Q1 | $12.5M | Sell |
205,669
-524
| -0.3% | -$31.8K | 3.99% | 1 |
|
|
2013
Q4 | $12.1M | Sell |
206,193
-1,698
| -0.8% | -$99.3K | 3.84% | 1 |
|
|
2013
Q3 | $10.7M | Sell |
207,891
-684
| -0.3% | -$35.4K | 3.7% | 1 |
|
|
2013
Q2 | $11M | Buy |
+208,575
| New | +$11M | 3.94% | 1 |
|