Fort Pitt Capital Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$40.4M Sell
191,626
-4,706
-2% -$991K 1.14% 29
2024
Q2
$39.7M Sell
196,332
-9,851
-5% -$1.93M 1.21% 31
2024
Q1
$41.3M Sell
206,183
-699
-0.3% -$126K 1.27% 33
2023
Q4
$35.2M Buy
206,882
+1,930
+0.9% +$292K 1.15% 33
2023
Q3
$29.7M Buy
204,952
+3,885
+2% +$582K 1.11% 37
2023
Q2
$29.2M Buy
201,067
+2,035
+1% +$280K 1.08% 38
2023
Q1
$25.9M Buy
199,032
+16,552
+9% +$2.27M 1% 39
2022
Q4
$24.5M Buy
182,480
+11,966
+7% +$1.52M 1% 39
2022
Q3
$17.8M Buy
170,514
+18,373
+12% +$2.11M 0.82% 41
2022
Q2
$17.1M Buy
152,141
+21,233
+16% +$2.63M 0.74% 42
2022
Q1
$17.8M Buy
130,908
+20,591
+19% +$3.04M 0.67% 42
2021
Q4
$17.5M Buy
110,317
+14,489
+15% +$2.38M 0.63% 44
2021
Q3
$15.7M Buy
95,828
+9,140
+11% +$1.43M 0.65% 45
2021
Q2
$13.5M Buy
86,688
+9,666
+13% +$1.52M 0.55% 48
2021
Q1
$11.7M Buy
77,022
+10,551
+16% +$1.52M 0.53% 47
2020
Q4
$8.45M Buy
66,471
+181
+0.3% +$20.2K 0.41% 46
2020
Q3
$6.38M Sell
66,290
-19,245
-22% -$1.89M 0.36% 49
2020
Q2
$8.04M Buy
85,535
+11,286
+15% +$1.07M 0.47% 49
2020
Q1
$6.68M Buy
74,249
+4,329
+6% +$526K 0.46% 49
2019
Q4
$9.75M Sell
69,920
-644
-0.9% -$82.6K 0.55% 43
2019
Q3
$8.3M Buy
70,564
+55,871
+380% +$6.32M 0.5% 42
2019
Q2
$1.64M Sell
14,693
-2,365
-14% -$261K 0.12% 58
2019
Q1
$1.73M Sell
17,058
-1,260
-7% -$130K 0.13% 60
2018
Q4
$1.79M Buy
18,318
+2,157
+13% +$230K 0.14% 66
2018
Q3
$1.82M Sell
16,161
-303
-2% -$34.4K 0.13% 59
2018
Q2
$1.72M Buy
16,464
+204
+1% +$22.4K 0.13% 59
2018
Q1
$1.79M Buy
16,260
+3,434
+27% +$389K 0.14% 57
2017
Q4
$1.37M Buy
12,826
+860
+7% +$87.1K 0.11% 67
2017
Q3
$1.14M Buy
11,966
+2,882
+32% +$266K 0.1% 65
2017
Q2
$830K Buy
9,084
+37
+0.4% +$3.19K 0.08% 69
2017
Q1
$795K Sell
9,047
-1,229
-12% -$108K 0.07% 69
2016
Q4
$887K Buy
10,276
+1
+0% +$76 0.09% 69
2016
Q3
$684K Buy
10,275
+362
+4% +$23.6K 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% -$1.11K 0.07% 74
2015
Q4
$644K Buy
9,752
+644
+7% +$41.9K 0.08% 70
2015
Q3
$555K Buy
9,108
+175
+2% +$11.5K 0.07% 74
2015
Q2
$605K Buy
8,933
+439
+5% +$28.7K 0.08% 76
2015
Q1
$515K Buy
8,494
+703
+9% +$41.6K 0.06% 81
2014
Q4
$488K Buy
7,791
+1,337
+21% +$80.5K 0.06% 78
2014
Q3
$389K Buy
6,454
+6,447
+92,100% +$377K 0.05% 78
2014
Q2
$429 Buy
7
+1
+17% +$56 0.05% 79
2014
Q1
$371 Buy
6
+1
+20% +$58 0.05% 82
2013
Q4
$302 Buy
+5
New +$274 0.04% 89

Other funds holding JPM