FA
FMA Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.64M | Sell |
34,477
-515
| -1% | -$84.3K | 2.1% | 8 |
|
|
2021
Q2 | $5.44M | Buy |
34,992
+617
| +2% | +$96K | 2.02% | 12 |
|
|
2021
Q1 | $5.23M | Buy |
34,375
+435
| +1% | +$66.2K | 1.62% | 14 |
|
|
2020
Q4 | $4.31M | Sell |
33,940
-91
| -0.3% | -$11.6K | 1.44% | 15 |
|
|
2020
Q3 | $3.28M | Buy |
34,031
+926
| +3% | +$89.1K | 1.31% | 20 |
|
|
2020
Q2 | $3.11M | Buy |
33,105
+195
| +0.6% | +$18.3K | 1.4% | 21 |
|
|
2020
Q1 | $2.96M | Sell |
32,910
-359
| -1% | -$32.3K | 1.61% | 15 |
|
|
2019
Q4 | $4.64M | Buy |
33,269
+525
| +2% | +$73.2K | 1.86% | 12 |
|
|
2019
Q3 | $3.85M | Sell |
32,744
-415
| -1% | -$48.8K | 1.67% | 14 |
|
|
2019
Q2 | $3.71M | Sell |
33,159
-533
| -2% | -$59.6K | 1.65% | 14 |
|
|
2019
Q1 | $3.41M | Sell |
33,692
-20
| -0.1% | -$2.03K | 1.56% | 15 |
|
|
2018
Q4 | $3.29M | Sell |
33,712
-224
| -0.7% | -$21.9K | 1.7% | 12 |
|
|
2018
Q3 | $3.83M | Buy |
33,936
+102
| +0.3% | +$11.5K | 1.71% | 9 |
|
|
2018
Q2 | $3.53M | Buy |
33,834
+65
| +0.2% | +$6.77K | 1.66% | 11 |
|
|
2018
Q1 | $3.71M | Buy |
33,769
+717
| +2% | +$78.9K | 1.81% | 8 |
|
|
2017
Q4 | $3.54M | Buy |
33,052
+1,644
| +5% | +$176K | 1.66% | 12 |
|
|
2017
Q3 | $3M | Sell |
31,408
-804
| -2% | -$76.8K | 1.75% | 11 |
|
|
2017
Q2 | $2.94K | Sell |
32,212
-1,660
| -5% | -$152 | 1.51% | 12 |
|
|
2017
Q1 | $2.98M | Buy |
+33,872
| New | +$2.98M | 1.51% | 16 |
|
|
2015
Q2 | $1.68M | Buy |
+24,825
| New | +$1.68M | 1.05% | 31 |
|
|
2014
Q4 | $3.23M | Buy |
51,566
+1,660
| +3% | +$104K | 1.12% | 27 |
|
|
2014
Q3 | $3.01M | Sell |
49,906
-818
| -2% | -$49.3K | 1.11% | 28 |
|
|
2014
Q2 | $2.92M | Buy |
50,724
+171
| +0.3% | +$9.85K | 1.08% | 29 |
|
|
2014
Q1 | $3.07M | Buy |
50,553
+2,574
| +5% | +$156K | 1.2% | 23 |
|
|
2013
Q4 | $2.81M | Buy |
47,979
+1,370
| +3% | +$80.1K | 1.15% | 28 |
|
|
2013
Q3 | $2.41M | Buy |
46,609
+6,599
| +16% | +$341K | 0.96% | 33 |
|
|
2013
Q2 | $2.11M | Buy |
+40,010
| New | +$2.11M | 0.89% | 35 |
|