Granite Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $6.8M | Sell |
41,517
-495
| -1% | -$81K | 1.1% | 23 |
|
2021
Q2 | $6.54M | Sell |
42,012
-5,140
| -11% | -$800K | 1.02% | 31 |
|
2021
Q1 | $7.18M | Buy |
47,152
+344
| +0.7% | +$52.4K | 1.2% | 24 |
|
2020
Q4 | $5.95M | Sell |
46,808
-621
| -1% | -$78.9K | 1.06% | 33 |
|
2020
Q3 | $4.57M | Buy |
47,429
+1,072
| +2% | +$103K | 0.89% | 39 |
|
2020
Q2 | $4.36M | Buy |
46,357
+10,026
| +28% | +$943K | 0.94% | 34 |
|
2020
Q1 | $3.27M | Sell |
36,331
-2,487
| -6% | -$224K | 0.81% | 45 |
|
2019
Q4 | $5.41M | Sell |
38,818
-1,300
| -3% | -$181K | 1.02% | 34 |
|
2019
Q3 | $4.72M | Sell |
40,118
-1,250
| -3% | -$147K | 0.93% | 33 |
|
2019
Q2 | $4.63M | Buy |
41,368
+435
| +1% | +$48.6K | 0.87% | 36 |
|
2019
Q1 | $4.14M | Buy |
40,933
+784
| +2% | +$79.4K | 0.8% | 41 |
|
2018
Q4 | $3.92M | Buy |
40,149
+190
| +0.5% | +$18.5K | 0.82% | 39 |
|
2018
Q3 | $4.51M | Sell |
39,959
-525
| -1% | -$59.2K | 0.79% | 43 |
|
2018
Q2 | $4.22M | Sell |
40,484
-272
| -0.7% | -$28.3K | 0.77% | 43 |
|
2018
Q1 | $4.48M | Buy |
40,756
+1,299
| +3% | +$143K | 0.82% | 42 |
|
2017
Q4 | $4.22M | Buy |
39,457
+28,332
| +255% | +$3.03M | 0.74% | 43 |
|
2017
Q3 | $1.06M | Sell |
11,125
-35
| -0.3% | -$3.34K | 0.19% | 75 |
|
2017
Q2 | $1.04M | Buy |
11,160
+125
| +1% | +$11.6K | 0.19% | 74 |
|
2017
Q1 | $969K | Buy |
11,035
+1,169
| +12% | +$103K | 0.17% | 77 |
|
2016
Q4 | $851K | Sell |
9,866
-1,720
| -15% | -$148K | 0.17% | 71 |
|
2016
Q3 | $772K | Hold |
11,586
| – | – | 0.16% | 73 |
|
2016
Q2 | $720K | Hold |
11,586
| – | – | 0.15% | 77 |
|
2016
Q1 | $686K | Hold |
11,586
| – | – | 0.14% | 78 |
|
2015
Q4 | $765K | Sell |
11,586
-200
| -2% | -$13.2K | 0.16% | 78 |
|
2015
Q3 | $719K | Sell |
11,786
-50
| -0.4% | -$3.05K | 0.14% | 78 |
|
2015
Q2 | $802K | Sell |
11,836
-1,575
| -12% | -$107K | 0.14% | 80 |
|
2015
Q1 | $812K | Sell |
13,411
-1,175
| -8% | -$71.1K | 0.19% | 54 |
|
2014
Q4 | $913K | Sell |
14,586
-1,675
| -10% | -$105K | 0.22% | 48 |
|
2014
Q3 | $980K | Sell |
16,261
-2,100
| -11% | -$127K | 0.23% | 47 |
|
2014
Q2 | $1.06M | Sell |
18,361
-600
| -3% | -$34.6K | 0.23% | 44 |
|
2014
Q1 | $1.15M | Sell |
18,961
-601
| -3% | -$36.5K | 0.25% | 44 |
|
2013
Q4 | $1.14M | Sell |
19,562
-470
| -2% | -$27.5K | 0.25% | 45 |
|
2013
Q3 | $1.04M | Sell |
20,032
-157,974
| -89% | -$8.16M | 0.23% | 45 |
|
2013
Q2 | $9.4M | Buy |
+178,006
| New | +$9.4M | 2.17% | 30 |
|