FormulaFolio Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $45K | Hold |
286
| – | – | 0.02% | 150 |
|
|
2021
Q1 | $45K | Sell |
286
-78,898
| -100% | -$12.4M | 0.01% | 146 |
|
|
2020
Q4 | $10.1M | Buy |
79,184
+45,484
| +135% | +$5.78M | 0.21% | 87 |
|
|
2020
Q3 | $3.24M | Buy |
33,700
+4,998
| +17% | +$481K | 0.13% | 71 |
|
|
2020
Q2 | $2.7M | Buy |
28,702
+11,350
| +65% | +$1.07M | 0.11% | 77 |
|
|
2020
Q1 | $1.56M | Sell |
17,352
-344
| -2% | -$31K | 0.08% | 86 |
|
|
2019
Q4 | $2.47M | Sell |
17,696
-755
| -4% | -$105K | 0.09% | 108 |
|
|
2019
Q3 | $2.17M | Buy |
18,451
+144
| +0.8% | +$16.9K | 0.08% | 106 |
|
|
2019
Q2 | $2.05M | Buy |
18,307
+1,464
| +9% | +$164K | 0.09% | 92 |
|
|
2019
Q1 | $1.71M | Sell |
16,843
-5,415
| -24% | -$548K | 0.07% | 95 |
|
|
2018
Q4 | $2.51M | Hold |
22,258
| – | – | 0.11% | 73 |
|
|
2018
Q3 | $2.51M | Buy |
22,258
+2,040
| +10% | +$230K | 0.11% | 73 |
|
|
2018
Q2 | $2.11M | Buy |
20,218
+16,848
| +500% | +$1.76M | 0.1% | 74 |
|
|
2018
Q1 | $371K | Buy |
3,370
+269
| +9% | +$29.6K | 0.02% | 208 |
|
|
2017
Q4 | $332K | Buy |
3,101
+275
| +10% | +$29.4K | 0.02% | 211 |
|
|
2017
Q3 | $270K | Buy |
2,826
+226
| +9% | +$21.6K | 0.02% | 192 |
|
|
2017
Q2 | $238K | Sell |
2,600
-428
| -14% | -$39.2K | 0.02% | 194 |
|
|
2017
Q1 | $266K | Buy |
+3,028
| New | +$266K | 0.03% | 174 |
|
|
2016
Q2 | – | Sell |
-19,701
| Closed | -$1.17M | – | 134 |
|
|
2016
Q1 | $1.17M | Buy |
+19,701
| New | +$1.17M | 0.2% | 44 |
|