Foster Dykema Cabot & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $21.4M | Buy |
147,344
+354
| +0.2% | +$51.3K | 2.58% | 11 |
|
|
2023
Q2 | $21.4M | Buy |
146,990
+726
| +0.5% | +$106K | 2.52% | 13 |
|
|
2023
Q1 | $19.1M | Buy |
146,264
+1,423
| +1% | +$185K | 2.45% | 14 |
|
|
2022
Q4 | $19.4M | Buy |
144,841
+3,384
| +2% | +$454K | 2.72% | 10 |
|
|
2022
Q3 | $14.8M | Sell |
141,457
-15,810
| -10% | -$1.65M | 1.86% | 14 |
|
|
2022
Q2 | $17.7M | Sell |
157,267
-711
| -0.5% | -$80.1K | 2.18% | 13 |
|
|
2022
Q1 | $21.5M | Buy |
157,978
+1,298
| +0.8% | +$177K | 2.6% | 12 |
|
|
2021
Q4 | $24.8M | Buy |
156,680
+5,530
| +4% | +$876K | 2.8% | 11 |
|
|
2021
Q3 | $24.7M | Sell |
151,150
-856
| -0.6% | -$140K | 3.08% | 4 |
|
|
2021
Q2 | $23.6M | Buy |
152,006
+1,007
| +0.7% | +$157K | 2.95% | 4 |
|
|
2021
Q1 | $23M | Buy |
150,999
+5,492
| +4% | +$836K | 3.11% | 4 |
|
|
2020
Q4 | $18.5M | Buy |
145,507
+42,843
| +42% | +$5.44M | 2.59% | 9 |
|
|
2020
Q3 | $9.88M | Buy |
102,664
+1,159
| +1% | +$112K | 1.62% | 20 |
|
|
2020
Q2 | $9.55M | Sell |
101,505
-231
| -0.2% | -$21.7K | 1.73% | 19 |
|
|
2020
Q1 | $9.16M | Buy |
101,736
+8,207
| +9% | +$739K | 1.78% | 19 |
|
|
2019
Q4 | $13M | Buy |
93,529
+39,142
| +72% | +$5.46M | 1.83% | 17 |
|
|
2019
Q3 | $6.4M | Sell |
54,387
-352
| -0.6% | -$41.4K | 0.95% | 22 |
|
|
2019
Q2 | $6.12M | Buy |
54,739
+48
| +0.1% | +$5.37K | 0.93% | 23 |
|
|
2019
Q1 | $5.54M | Buy |
54,691
+926
| +2% | +$93.7K | 0.89% | 19 |
|
|
2018
Q4 | $5.25M | Buy |
53,765
+535
| +1% | +$52.2K | 0.95% | 18 |
|
|
2018
Q3 | $6.01M | Sell |
53,230
-2,529
| -5% | -$285K | 0.97% | 18 |
|
|
2018
Q2 | $6.51M | Sell |
55,759
-1,855
| -3% | -$217K | 1.09% | 18 |
|
|
2018
Q1 | $6.34M | Buy |
57,614
+316
| +0.6% | +$34.8K | 1.08% | 19 |
|
|
2017
Q4 | $6.13M | Sell |
57,298
-1,036
| -2% | -$111K | 1.02% | 19 |
|
|
2017
Q3 | $5.57M | Sell |
58,334
-1
| -0% | -$96 | 0.98% | 19 |
|
|
2017
Q2 | $5.33M | Sell |
58,335
-3,673
| -6% | -$336K | 0.96% | 19 |
|
|
2017
Q1 | $5.45M | Sell |
62,008
-782
| -1% | -$68.7K | 0.99% | 18 |
|
|
2016
Q4 | $5.42M | Sell |
62,790
-6,305
| -9% | -$544K | 1.02% | 20 |
|
|
2016
Q3 | $4.6M | Sell |
69,095
-385
| -0.6% | -$25.6K | 1% | 22 |
|
|
2016
Q2 | $4.32M | Sell |
69,480
-6,353
| -8% | -$395K | 1.01% | 23 |
|
|
2016
Q1 | $4.49M | Sell |
75,833
-735
| -1% | -$43.5K | 1.09% | 22 |
|
|
2015
Q4 | $5.06M | Sell |
76,568
-57,345
| -43% | -$3.79M | 1.27% | 21 |
|
|
2015
Q3 | $8.17M | Sell |
133,913
-3,600
| -3% | -$220K | 2.09% | 17 |
|
|
2015
Q2 | $9.32M | Sell |
137,513
-80,084
| -37% | -$5.43M | 2.42% | 11 |
|
|
2015
Q1 | $13.2M | Buy |
217,597
+355
| +0.2% | +$21.5K | 3.23% | 11 |
|
|
2014
Q4 | $13.6M | Sell |
217,242
-11,768
| -5% | -$736K | 3.22% | 12 |
|
|
2014
Q3 | $13.8M | Sell |
229,010
-1,590
| -0.7% | -$95.8K | 3.35% | 13 |
|
|
2014
Q2 | $13.3M | Sell |
230,600
-4,975
| -2% | -$287K | 3.18% | 13 |
|
|
2014
Q1 | $14.3M | Buy |
235,575
+4,810
| +2% | +$292K | 3.57% | 12 |
|
|
2013
Q4 | $13.5M | Buy |
230,765
+5,340
| +2% | +$312K | 3.58% | 12 |
|
|
2013
Q3 | $11.7M | Buy |
225,425
+270
| +0.1% | +$14K | 3.38% | 11 |
|
|
2013
Q2 | $11.9M | Buy |
+225,155
| New | +$11.9M | 3.53% | 10 |
|