Jentner Corp’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 | – | Sell |
-3,095
| Closed | -$393K | – | 30 |
|
|
2020
Q4 | $393K | Sell |
3,095
-51
| -2% | -$6.48K | 0.39% | 20 |
|
|
2020
Q3 | $303K | Hold |
3,146
| – | – | 0.33% | 21 |
|
|
2020
Q2 | $296K | Hold |
3,146
| – | – | 0.34% | 23 |
|
|
2020
Q1 | $283K | Buy |
3,146
+46
| +1% | +$4.14K | 0.37% | 22 |
|
|
2019
Q4 | $432K | Sell |
3,100
-367
| -11% | -$51.1K | 0.45% | 20 |
|
|
2019
Q3 | $408K | Buy |
3,467
+367
| +12% | +$43.2K | 0.33% | 22 |
|
|
2019
Q2 | $347K | Sell |
3,100
-112
| -3% | -$12.5K | 0.29% | 24 |
|
|
2019
Q1 | $325K | Hold |
3,212
| – | – | 0.27% | 22 |
|
|
2018
Q4 | $314K | Hold |
3,212
| – | – | 0.29% | 22 |
|
|
2018
Q3 | $362K | Hold |
3,212
| – | – | 0.3% | 21 |
|
|
2018
Q2 | $335K | Hold |
3,212
| – | – | 0.28% | 20 |
|
|
2018
Q1 | $353K | Hold |
3,212
| – | – | 0.31% | 20 |
|
|
2017
Q4 | $346K | Hold |
3,212
| – | – | 0.3% | 19 |
|
|
2017
Q3 | $307K | Hold |
3,212
| – | – | 0.28% | 22 |
|
|
2017
Q2 | $294K | Hold |
3,212
| – | – | 0.28% | 22 |
|
|
2017
Q1 | $282K | Buy |
3,212
+275
| +9% | +$24.1K | 0.27% | 21 |
|
|
2016
Q4 | $253K | Buy |
+2,937
| New | +$253K | 0.26% | 22 |
|