Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.14M | Sell |
27,194
-1,250
| -4% | -$190K | 2.91% | 10 |
|
|
2020
Q4 | $3.61M | Sell |
28,444
-1,525
| -5% | -$194K | 2.49% | 13 |
|
|
2020
Q3 | $2.89M | Sell |
29,969
-370
| -1% | -$35.6K | 2.11% | 18 |
|
|
2020
Q2 | $2.85M | Buy |
30,339
+2,200
| +8% | +$207K | 2.13% | 17 |
|
|
2020
Q1 | $2.53M | Sell |
28,139
-200
| -0.7% | -$18K | 2.2% | 15 |
|
|
2019
Q4 | $3.95M | Sell |
28,339
-825
| -3% | -$115K | 2.83% | 9 |
|
|
2019
Q3 | $3.43M | Buy |
29,164
+40
| +0.1% | +$4.71K | 2.5% | 10 |
|
|
2019
Q2 | $3.35M | Sell |
29,124
-2,550
| -8% | -$294K | 2.45% | 11 |
|
|
2019
Q1 | $3.21M | Sell |
31,674
-1,450
| -4% | -$147K | 2.44% | 14 |
|
|
2018
Q4 | $3.23M | Hold |
33,124
| – | – | 2.7% | 10 |
|
|
2018
Q3 | $3.47M | Sell |
33,124
-1,615
| -5% | -$169K | 2.82% | 8 |
|
|
2018
Q2 | $3.62M | Buy |
34,739
+350
| +1% | +$36.5K | 2.91% | 8 |
|
|
2018
Q1 | $3.78M | Buy |
34,389
+320
| +0.9% | +$35.2K | 3.11% | 9 |
|
|
2017
Q4 | $3.64M | Hold |
34,069
| – | – | 2.88% | 9 |
|
|
2017
Q3 | $3.25M | Buy |
34,069
+100
| +0.3% | +$9.55K | 2.68% | 10 |
|
|
2017
Q2 | $3.11M | Buy |
33,969
+500
| +1% | +$45.7K | 2.59% | 11 |
|
|
2017
Q1 | $2.94M | Buy |
33,469
+550
| +2% | +$48.3K | 2.43% | 12 |
|
|
2016
Q4 | $2.84M | Sell |
32,919
-100
| -0.3% | -$8.63K | 2.47% | 12 |
|
|
2016
Q3 | $2.2M | Sell |
33,019
-2,223
| -6% | -$148K | 1.93% | 19 |
|
|
2016
Q2 | $2.19M | Buy |
35,242
+3,528
| +11% | +$219K | 1.77% | 22 |
|
|
2016
Q1 | $1.88M | Sell |
31,714
-597
| -2% | -$35.4K | 1.75% | 24 |
|
|
2015
Q4 | $2.13M | Buy |
+32,311
| New | +$2.13M | 1.9% | 19 |
|