Homrich & Berg’s JPMorgan Chase JPM Stock Holding History

Homrich & Berg’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$6.98M	Sell	42,629 -2,501	-6%	-$409K	0.16%	56
2021 Q2	$7.02M	Buy	45,130 +17,078	+61%	+$2.66M	0.16%	53
2021 Q1	$4.27M	Buy	28,052 +299	+1%	+$45.5K	0.11%	76
2020 Q4	$3.53M	Sell	27,753 -1,637	-6%	-$208K	0.1%	79
2020 Q3	$2.83M	Buy	29,390 +795	+3%	+$76.5K	0.1%	73
2020 Q2	$2.69M	Buy	28,595 +2,178	+8%	+$205K	0.11%	63
2020 Q1	$2.38M	Sell	26,417 -1,313	-5%	-$118K	0.13%	58
2019 Q4	$3.87M	Buy	27,730 +1,546	+6%	+$216K	0.18%	50
2019 Q3	$3.08M	Sell	26,184 -1,317	-5%	-$155K	0.16%	51
2019 Q2	$3.08M	Buy	27,501 +3,215	+13%	+$359K	0.16%	48
2019 Q1	$2.46M	Buy	24,286 +2,844	+13%	+$288K	0.13%	56
2018 Q4	$2.09M	Buy	21,442 +2,965	+16%	+$289K	0.12%	61
2018 Q3	$2.09M	Buy	18,477 +2,714	+17%	+$306K	0.13%	66
2018 Q2	$1.64M	Sell	15,763 -8,890	-36%	-$927K	0.12%	72
2018 Q1	$2.71M	Buy	24,653 +319	+1%	+$35.1K	0.19%	59
2017 Q4	$2.6M	Buy	24,334 +2,003	+9%	+$214K	0.18%	60
2017 Q3	$2.13M	Buy	22,331 +11,257	+102%	+$1.08M	0.17%	52
2017 Q2	$1.01M	Buy	11,074 +250	+2%	+$22.8K	0.09%	99
2017 Q1	$951K	Sell	10,824 -443	-4%	-$38.9K	0.08%	103
2016 Q4	$972K	Buy	11,267 +104	+0.9%	+$8.97K	0.09%	87
2016 Q3	$743K	Buy	11,163 +2,153	+24%	+$143K	0.07%	111
2016 Q2	$560K	Sell	9,010 -3,640	-29%	-$226K	0.05%	131
2016 Q1	$749K	Buy	12,650 +445	+4%	+$26.3K	0.07%	106
2015 Q4	$806K	Buy	12,205 +484	+4%	+$32K	0.07%	95
2015 Q3	$715K	Sell	11,721 -484	-4%	-$29.5K	0.08%	98
2015 Q2	$827K	Buy	12,205 +187	+2%	+$12.7K	0.08%	95
2015 Q1	$728K	Sell	12,018 -1,437	-11%	-$87K	0.07%	110
2014 Q4	$842K	Buy	13,455 +5,942	+79%	+$372K	0.09%	97
2014 Q3	$453K	Buy	7,513 +2,400	+47%	+$145K	0.05%	163
2014 Q2	$295K	Buy	5,113 +1,141	+29%	+$65.8K	0.03%	172
2014 Q1	$241K	Sell	3,972 -1,000	-20%	-$60.7K	0.03%	183
2013 Q4	$291K	Buy	+4,972	New	+$291K	0.04%	162