Heron Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.69M | Sell |
11,638
-180
| -2% | -$26.2K | 0.91% | 25 |
|
|
2023
Q1 | $1.54M | Buy |
11,818
+326
| +3% | +$42.5K | 0.85% | 28 |
|
|
2022
Q4 | $1.56M | Sell |
11,492
-45
| -0.4% | -$6.09K | 1.04% | 22 |
|
|
2022
Q3 | $1.21M | Buy |
11,537
+35
| +0.3% | +$3.66K | 0.75% | 32 |
|
|
2022
Q2 | $1.3M | Buy |
11,502
+6
| +0.1% | +$676 | 0.79% | 32 |
|
|
2022
Q1 | $1.57M | Sell |
11,496
-1,700
| -13% | -$232K | 0.81% | 29 |
|
|
2021
Q4 | $2M | Sell |
13,196
-883
| -6% | -$133K | 1.07% | 18 |
|
|
2021
Q3 | $2.31M | Sell |
14,079
-251
| -2% | -$41.1K | 1.28% | 17 |
|
|
2021
Q2 | $2.23M | Buy |
14,330
+20
| +0.1% | +$3.11K | 1.27% | 17 |
|
|
2021
Q1 | $2.2M | Buy |
14,310
+10
| +0.1% | +$1.54K | 1.33% | 17 |
|
|
2020
Q4 | $1.94M | Sell |
14,300
-360
| -2% | -$48.9K | 1.34% | 17 |
|
|
2020
Q3 | $1.45M | Sell |
14,660
-664
| -4% | -$65.8K | 1.16% | 19 |
|
|
2020
Q2 | $1.48M | Buy |
15,324
+427
| +3% | +$41.1K | 1.32% | 18 |
|
|
2020
Q1 | $1.42M | Sell |
14,897
-310
| -2% | -$29.6K | 1.46% | 15 |
|
|
2019
Q4 | $2.1M | Buy |
+15,207
| New | +$2.1M | 1.74% | 14 |
|