Intersect Capital’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 | $3.64M | Sell |
32,301
-7,445
| -19% | -$838K | 1.1% | 14 |
|
|
2022
Q1 | $5.42M | Sell |
39,746
-1,080
| -3% | -$147K | 1.04% | 13 |
|
|
2021
Q4 | $6.47M | Sell |
40,826
-14,807
| -27% | -$2.34M | 1.19% | 12 |
|
|
2021
Q3 | $9.11M | Buy |
55,633
+62
| +0.1% | +$10.1K | 1.56% | 11 |
|
|
2021
Q2 | $8.64M | Buy |
55,571
+2,283
| +4% | +$355K | 1.53% | 11 |
|
|
2021
Q1 | $8.11M | Buy |
53,288
+711
| +1% | +$108K | 1.64% | 9 |
|
|
2020
Q4 | $6.68M | Buy |
52,577
+1,967
| +4% | +$250K | 1.47% | 11 |
|
|
2020
Q3 | $4.87M | Buy |
50,610
+2,944
| +6% | +$283K | 1.31% | 14 |
|
|
2020
Q2 | $4.48M | Buy |
47,666
+3,578
| +8% | +$337K | 1.45% | 14 |
|
|
2020
Q1 | $3.97M | Sell |
44,088
-1,105
| -2% | -$99.5K | 1.58% | 15 |
|
|
2019
Q4 | $6.3M | Buy |
45,193
+1,562
| +4% | +$218K | 2.11% | 10 |
|
|
2019
Q3 | $5.14M | Buy |
43,631
+224
| +0.5% | +$26.4K | 1.92% | 9 |
|
|
2019
Q2 | $4.85M | Buy |
43,407
+4,448
| +11% | +$497K | 1.88% | 10 |
|
|
2019
Q1 | $3.94M | Sell |
38,959
-418
| -1% | -$42.3K | 1.66% | 14 |
|
|
2018
Q4 | $3.84M | Buy |
39,377
+678
| +2% | +$66.2K | 1.84% | 13 |
|
|
2018
Q3 | $4.37M | Buy |
38,699
+3,822
| +11% | +$431K | 1.91% | 11 |
|
|
2018
Q2 | $3.63M | Buy |
34,877
+8,464
| +32% | +$882K | 1.75% | 13 |
|
|
2018
Q1 | $2.91M | Buy |
26,413
+1,198
| +5% | +$132K | 1.54% | 16 |
|
|
2017
Q4 | $2.7M | Sell |
25,215
-665
| -3% | -$71.1K | 1.45% | 22 |
|
|
2017
Q3 | $2.47M | Sell |
25,880
-251
| -1% | -$24K | 1.4% | 23 |
|
|
2017
Q2 | $2.39M | Buy |
26,131
+12,935
| +98% | +$1.18M | 1.43% | 20 |
|
|
2017
Q1 | $1.16M | Buy |
13,196
+8,489
| +180% | +$746K | 1.01% | 28 |
|
|
2016
Q4 | $406K | Sell |
4,707
-127
| -3% | -$11K | 0.3% | 66 |
|
|
2016
Q3 | $322K | Sell |
4,834
-2,455
| -34% | -$164K | 0.25% | 77 |
|
|
2016
Q2 | $453K | Buy |
7,289
+742
| +11% | +$46.1K | 0.27% | 68 |
|
|
2016
Q1 | $388K | Buy |
6,547
+2,886
| +79% | +$171K | 0.24% | 77 |
|
|
2015
Q4 | $242K | Sell |
3,661
-8
| -0.2% | -$529 | 0.21% | 83 |
|
|
2015
Q3 | $224K | Sell |
3,669
-349
| -9% | -$21.3K | 0.21% | 82 |
|
|
2015
Q2 | $272K | Sell |
4,018
-78
| -2% | -$5.28K | 0.23% | 78 |
|
|
2015
Q1 | $259K | Sell |
4,096
-59
| -1% | -$3.73K | 0.2% | 76 |
|
|
2014
Q4 | $260K | Buy |
+4,155
| New | +$260K | 0.22% | 73 |
|