Highlander Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.54M | Sell |
22,687
-100
| -0.4% | -$20K | 1.55% | 11 |
|
|
2023
Q4 | $3.88M | Buy |
22,787
+590
| +3% | +$100K | 1.38% | 12 |
|
|
2023
Q3 | $3.22M | Buy |
22,197
+7,917
| +55% | +$1.15M | 1.27% | 14 |
|
|
2023
Q2 | $2.08M | Buy |
14,280
+1,000
| +8% | +$145K | 0.96% | 22 |
|
|
2023
Q1 | $1.73M | Hold |
13,280
| – | – | 0.85% | 28 |
|
|
2022
Q4 | $1.78M | Hold |
13,280
| – | – | 0.93% | 26 |
|
|
2022
Q3 | $1.39M | Hold |
13,280
| – | – | 0.8% | 30 |
|
|
2022
Q2 | $1.5M | Hold |
13,280
| – | – | 0.8% | 29 |
|
|
2022
Q1 | $1.81M | Sell |
13,280
-100
| -0.7% | -$13.6K | 0.85% | 27 |
|
|
2021
Q4 | $2.12M | Sell |
13,380
-232
| -2% | -$36.7K | 0.98% | 23 |
|
|
2021
Q3 | $2.23M | Sell |
13,612
-387
| -3% | -$63.3K | 1.13% | 22 |
|
|
2021
Q2 | $2.18M | Sell |
13,999
-400
| -3% | -$62.2K | 1.09% | 21 |
|
|
2021
Q1 | $2.19M | Buy |
14,399
+500
| +4% | +$76.1K | 1.15% | 21 |
|
|
2020
Q4 | $1.77M | Sell |
13,899
-400
| -3% | -$50.8K | 0.99% | 26 |
|
|
2020
Q3 | $1.38M | Hold |
14,299
| – | – | 0.83% | 29 |
|
|
2020
Q2 | $1.35M | Hold |
14,299
| – | – | 0.85% | 31 |
|
|
2020
Q1 | $1.29M | Sell |
14,299
-1,100
| -7% | -$99K | 0.93% | 24 |
|
|
2019
Q4 | $2.15M | Sell |
15,399
-50
| -0.3% | -$6.97K | 1.24% | 17 |
|
|
2019
Q3 | $1.82M | Hold |
15,449
| – | – | 1.12% | 17 |
|
|
2019
Q2 | $1.73M | Buy |
15,449
+500
| +3% | +$55.9K | 1.05% | 17 |
|
|
2019
Q1 | $1.51M | Sell |
14,949
-901
| -6% | -$91.2K | 0.94% | 20 |
|
|
2018
Q4 | $1.57M | Sell |
15,850
-3,016
| -16% | -$299K | 1.03% | 16 |
|
|
2018
Q3 | $2.13M | Hold |
18,866
| – | – | 1.18% | 14 |
|
|
2018
Q2 | $1.97M | Buy |
18,866
+150
| +0.8% | +$15.6K | 1.11% | 14 |
|
|
2018
Q1 | $2M | Buy |
18,716
+10,297
| +122% | +$1.1M | 1.19% | 12 |
|
|
2017
Q4 | $900K | Sell |
8,419
-150
| -2% | -$16K | 0.66% | 36 |
|
|
2017
Q3 | $818K | Hold |
8,569
| – | – | 0.64% | 37 |
|
|
2017
Q2 | $795K | Hold |
8,569
| – | – | 0.62% | 39 |
|
|
2017
Q1 | $753K | Hold |
8,569
| – | – | 0.62% | 39 |
|
|
2016
Q4 | $739K | Hold |
8,569
| – | – | 0.64% | 39 |
|
|
2016
Q3 | $571K | Hold |
8,569
| – | – | 0.51% | 50 |
|
|
2016
Q2 | $532K | Hold |
8,569
| – | – | 0.49% | 50 |
|
|
2016
Q1 | $507K | Hold |
8,569
| – | – | 0.47% | 51 |
|
|
2015
Q4 | $566K | Buy |
8,569
+50
| +0.6% | +$3.3K | 0.53% | 47 |
|
|
2015
Q3 | $519K | Hold |
8,519
| – | – | 0.49% | 47 |
|
|
2015
Q2 | $577K | Hold |
8,519
| – | – | 0.52% | 47 |
|
|
2015
Q1 | $516K | Hold |
8,519
| – | – | 0.45% | 57 |
|
|
2014
Q4 | $533K | Buy |
8,519
+333
| +4% | +$20.8K | 0.46% | 53 |
|
|
2014
Q3 | $493K | Hold |
8,186
| – | – | 0.47% | 57 |
|
|
2014
Q2 | $472K | Hold |
8,186
| – | – | 0.43% | 63 |
|
|
2014
Q1 | $497K | Hold |
8,186
| – | – | 0.47% | 53 |
|
|
2013
Q4 | $479K | Buy |
8,186
+666
| +9% | +$38.9K | 0.45% | 56 |
|
|
2013
Q3 | $389K | Hold |
7,520
| – | – | 0.39% | 67 |
|
|
2013
Q2 | $397K | Buy |
+7,520
| New | +$397K | 0.42% | 59 |
|