Fort Pitt Capital Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $40.4M | Sell |
191,626
-4,706
| -2% | -$992K | 1.14% | 29 |
|
2024
Q2 | $39.7M | Sell |
196,332
-9,851
| -5% | -$1.99M | 1.21% | 31 |
|
2024
Q1 | $41.3M | Sell |
206,183
-699
| -0.3% | -$140K | 1.27% | 33 |
|
2023
Q4 | $35.2M | Buy |
206,882
+1,930
| +0.9% | +$328K | 1.15% | 33 |
|
2023
Q3 | $29.7M | Buy |
204,952
+3,885
| +2% | +$563K | 1.11% | 37 |
|
2023
Q2 | $29.2M | Buy |
201,067
+2,035
| +1% | +$296K | 1.08% | 38 |
|
2023
Q1 | $25.9M | Buy |
199,032
+16,552
| +9% | +$2.16M | 1% | 39 |
|
2022
Q4 | $24.5M | Buy |
182,480
+11,966
| +7% | +$1.6M | 1% | 39 |
|
2022
Q3 | $17.8M | Buy |
170,514
+18,373
| +12% | +$1.92M | 0.82% | 41 |
|
2022
Q2 | $17.1M | Buy |
152,141
+21,233
| +16% | +$2.39M | 0.74% | 42 |
|
2022
Q1 | $17.8M | Buy |
130,908
+20,591
| +19% | +$2.81M | 0.67% | 42 |
|
2021
Q4 | $17.5M | Buy |
110,317
+14,489
| +15% | +$2.29M | 0.63% | 44 |
|
2021
Q3 | $15.7M | Buy |
95,828
+9,140
| +11% | +$1.5M | 0.65% | 45 |
|
2021
Q2 | $13.5M | Buy |
86,688
+9,666
| +13% | +$1.5M | 0.55% | 48 |
|
2021
Q1 | $11.7M | Buy |
77,022
+10,551
| +16% | +$1.61M | 0.53% | 47 |
|
2020
Q4 | $8.45M | Buy |
66,471
+181
| +0.3% | +$23K | 0.41% | 46 |
|
2020
Q3 | $6.38M | Sell |
66,290
-19,245
| -22% | -$1.85M | 0.36% | 49 |
|
2020
Q2 | $8.05M | Buy |
85,535
+11,286
| +15% | +$1.06M | 0.47% | 49 |
|
2020
Q1 | $6.69M | Buy |
74,249
+4,329
| +6% | +$390K | 0.46% | 49 |
|
2019
Q4 | $9.75M | Sell |
69,920
-644
| -0.9% | -$89.8K | 0.55% | 43 |
|
2019
Q3 | $8.31M | Buy |
70,564
+55,871
| +380% | +$6.58M | 0.5% | 42 |
|
2019
Q2 | $1.64M | Sell |
14,693
-2,365
| -14% | -$264K | 0.12% | 58 |
|
2019
Q1 | $1.73M | Sell |
17,058
-1,260
| -7% | -$128K | 0.13% | 60 |
|
2018
Q4 | $1.79M | Buy |
18,318
+2,157
| +13% | +$211K | 0.14% | 66 |
|
2018
Q3 | $1.82M | Sell |
16,161
-303
| -2% | -$34.2K | 0.13% | 59 |
|
2018
Q2 | $1.72M | Buy |
16,464
+204
| +1% | +$21.3K | 0.13% | 59 |
|
2018
Q1 | $1.79M | Buy |
16,260
+3,434
| +27% | +$378K | 0.14% | 57 |
|
2017
Q4 | $1.37M | Buy |
12,826
+860
| +7% | +$92K | 0.11% | 67 |
|
2017
Q3 | $1.14M | Buy |
11,966
+2,882
| +32% | +$275K | 0.1% | 65 |
|
2017
Q2 | $830K | Buy |
9,084
+37
| +0.4% | +$3.38K | 0.08% | 69 |
|
2017
Q1 | $795K | Sell |
9,047
-1,229
| -12% | -$108K | 0.07% | 69 |
|
2016
Q4 | $887K | Buy |
10,276
+1
| +0% | +$86 | 0.09% | 69 |
|
2016
Q3 | $684K | Buy |
10,275
+362
| +4% | +$24.1K | 0.08% | 69 |
|
2016
Q2 | $616K | Buy |
9,913
+180
| +2% | +$11.2K | 0.08% | 72 |
|
2016
Q1 | $576K | Sell |
9,733
-19
| -0.2% | -$1.12K | 0.07% | 74 |
|
2015
Q4 | $644K | Buy |
9,752
+644
| +7% | +$42.5K | 0.08% | 70 |
|
2015
Q3 | $555K | Buy |
9,108
+175
| +2% | +$10.7K | 0.07% | 74 |
|
2015
Q2 | $605K | Buy |
8,933
+439
| +5% | +$29.7K | 0.08% | 76 |
|
2015
Q1 | $515K | Buy |
8,494
+703
| +9% | +$42.6K | 0.06% | 81 |
|
2014
Q4 | $488K | Buy |
7,791
+1,337
| +21% | +$83.7K | 0.06% | 78 |
|
2014
Q3 | $389K | Buy |
6,454
+6,447
| +92,100% | +$389K | 0.05% | 78 |
|
2014
Q2 | $429 | Buy |
7
+1
| +17% | +$61 | 0.05% | 79 |
|
2014
Q1 | $371 | Buy |
6
+1
| +20% | +$62 | 0.05% | 82 |
|
2013
Q4 | $302 | Buy |
+5
| New | +$302 | 0.04% | 89 |
|