Hutner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,897
| Closed | -$395K | – | 44 |
|
|
2022
Q1 | $395K | Sell |
2,897
-542
| -16% | -$73.9K | 0.23% | 40 |
|
|
2021
Q4 | $545K | Hold |
3,439
| – | – | 0.32% | 41 |
|
|
2021
Q3 | $563K | Sell |
3,439
-523
| -13% | -$85.6K | 0.37% | 39 |
|
|
2021
Q2 | $616K | Sell |
3,962
-295
| -7% | -$45.9K | 0.39% | 38 |
|
|
2021
Q1 | $648K | Hold |
4,257
| – | – | 0.43% | 35 |
|
|
2020
Q4 | $541K | Sell |
4,257
-7
| -0.2% | -$890 | 0.38% | 34 |
|
|
2020
Q3 | $410K | Buy |
+4,264
| New | +$410K | 0.3% | 36 |
|
|
2020
Q2 | – | Sell |
-3,289
| Closed | -$296K | – | 41 |
|
|
2020
Q1 | $296K | Sell |
3,289
-1,180
| -26% | -$106K | 0.27% | 38 |
|
|
2019
Q4 | $623K | Sell |
4,469
-105
| -2% | -$14.6K | 0.43% | 34 |
|
|
2019
Q3 | $538K | Buy |
4,574
+775
| +20% | +$91.2K | 0.38% | 34 |
|
|
2019
Q2 | $425K | Buy |
+3,799
| New | +$425K | 0.3% | 34 |
|