Gamble Jones Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.21M | Buy |
46,291
+377
| +0.8% | +$50.6K | 0.47% | 46 |
|
|
2022
Q3 | $4.8M | Buy |
45,914
+1,917
| +4% | +$200K | 0.39% | 53 |
|
|
2022
Q2 | $4.96M | Buy |
43,997
+641
| +1% | +$72.2K | 0.37% | 52 |
|
|
2022
Q1 | $5.91M | Buy |
43,356
+445
| +1% | +$60.7K | 0.37% | 52 |
|
|
2021
Q4 | $6.8M | Buy |
42,911
+160
| +0.4% | +$25.3K | 0.4% | 56 |
|
|
2021
Q3 | $7M | Buy |
42,751
+1,222
| +3% | +$200K | 0.46% | 49 |
|
|
2021
Q2 | $6.46M | Buy |
41,529
+294
| +0.7% | +$45.7K | 0.42% | 56 |
|
|
2021
Q1 | $6.28M | Sell |
41,235
-11,907
| -22% | -$1.81M | 0.42% | 54 |
|
|
2020
Q4 | $6.75M | Buy |
53,142
+2,405
| +5% | +$306K | 0.46% | 47 |
|
|
2020
Q3 | $4.88M | Sell |
50,737
-1,361
| -3% | -$131K | 0.36% | 56 |
|
|
2020
Q2 | $4.9M | Buy |
52,098
+123
| +0.2% | +$11.6K | 0.39% | 52 |
|
|
2020
Q1 | $4.68M | Sell |
51,975
-1,277
| -2% | -$115K | 0.43% | 47 |
|
|
2019
Q4 | $7.42M | Buy |
53,252
+2,915
| +6% | +$406K | 0.58% | 41 |
|
|
2019
Q3 | $5.92M | Buy |
50,337
+1,899
| +4% | +$223K | 0.49% | 47 |
|
|
2019
Q2 | $5.42M | Sell |
48,438
-460
| -0.9% | -$51.4K | 0.46% | 49 |
|
|
2019
Q1 | $4.95M | Sell |
48,898
-1,106
| -2% | -$112K | 0.44% | 50 |
|
|
2018
Q4 | $4.88M | Buy |
50,004
+2,603
| +5% | +$254K | 0.49% | 50 |
|
|
2018
Q3 | $5.35M | Buy |
47,401
+1,558
| +3% | +$176K | 0.49% | 49 |
|
|
2018
Q2 | $4.78M | Sell |
45,843
-1,033
| -2% | -$108K | 0.48% | 48 |
|
|
2018
Q1 | $5.16M | Sell |
46,876
-1,360
| -3% | -$150K | 0.51% | 43 |
|
|
2017
Q4 | $5.16M | Sell |
48,236
-2,874
| -6% | -$307K | 0.49% | 43 |
|
|
2017
Q3 | $4.88M | Buy |
51,110
+1,151
| +2% | +$110K | 0.5% | 43 |
|
|
2017
Q2 | $4.57M | Buy |
49,959
+276
| +0.6% | +$25.2K | 0.48% | 45 |
|
|
2017
Q1 | $4.36M | Buy |
49,683
+1,525
| +3% | +$134K | 0.46% | 45 |
|
|
2016
Q4 | $4.16M | Buy |
48,158
+311
| +0.6% | +$26.8K | 0.46% | 40 |
|
|
2016
Q3 | $3.19M | Buy |
47,847
+1,386
| +3% | +$92.3K | 0.35% | 53 |
|
|
2016
Q2 | $2.89M | Sell |
46,461
-118
| -0.3% | -$7.33K | 0.31% | 58 |
|
|
2016
Q1 | $2.76M | Buy |
46,579
+1,243
| +3% | +$73.6K | 0.31% | 62 |
|
|
2015
Q4 | $2.99M | Buy |
45,336
+3,855
| +9% | +$255K | 0.33% | 56 |
|
|
2015
Q3 | $2.53M | Buy |
41,481
+181
| +0.4% | +$11K | 0.29% | 66 |
|
|
2015
Q2 | $2.8M | Buy |
41,300
+6,998
| +20% | +$474K | 0.29% | 61 |
|
|
2015
Q1 | $2.08M | Buy |
34,302
+2,741
| +9% | +$166K | 0.22% | 88 |
|
|
2014
Q4 | $1.98M | Buy |
31,561
+2,856
| +10% | +$179K | 0.2% | 85 |
|
|
2014
Q3 | $1.73M | Sell |
28,705
-3,089
| -10% | -$186K | 0.19% | 89 |
|
|
2014
Q2 | $1.83M | Sell |
31,794
-86
| -0.3% | -$4.96K | 0.2% | 87 |
|
|
2014
Q1 | $1.94M | Buy |
31,880
+721
| +2% | +$43.8K | 0.23% | 80 |
|
|
2013
Q4 | $1.82M | Sell |
31,159
-556
| -2% | -$32.5K | 0.21% | 83 |
|
|
2013
Q3 | $1.64M | Sell |
31,715
-1,866
| -6% | -$96.4K | 0.21% | 84 |
|
|
2013
Q2 | $1.77M | Buy |
+33,581
| New | +$1.77M | 0.23% | 69 |
|