JFA
Johanson Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.15M | Sell |
26,189
-430
| -2% | -$68.1K | 1.27% | 25 |
|
|
2021
Q3 | $4.36M | Buy |
26,619
+171
| +0.6% | +$28K | 1.5% | 22 |
|
|
2021
Q2 | $4.11M | Buy |
26,448
+545
| +2% | +$84.7K | 1.39% | 23 |
|
|
2021
Q1 | $3.92M | Buy |
25,903
+162
| +0.6% | +$24.5K | 1.43% | 23 |
|
|
2020
Q4 | $3.27M | Buy |
25,741
+464
| +2% | +$59K | 1.32% | 24 |
|
|
2020
Q3 | $2.5M | Buy |
25,277
+711
| +3% | +$70.4K | 1.12% | 28 |
|
|
2020
Q2 | $2.31M | Buy |
24,566
+886
| +4% | +$83.3K | 1.15% | 29 |
|
|
2020
Q1 | $2.13M | Sell |
23,680
-3,192,753
| -99% | -$288M | 1.23% | 28 |
|
|
2019
Q4 | $23.1M | Buy |
3,216,433
+3,193,391
| +13,859% | +$22.9M | 1.1% | 23 |
|
|
2019
Q3 | $2.71M | Sell |
23,042
-2,431
| -10% | -$285K | 1.41% | 24 |
|
|
2019
Q2 | $2.84M | Buy |
25,473
+83
| +0.3% | +$9.25K | 1.51% | 20 |
|
|
2019
Q1 | $2.57M | Buy |
25,390
+712
| +3% | +$72K | 1.44% | 22 |
|
|
2018
Q4 | $2.4M | Buy |
24,678
+1,199
| +5% | +$117K | 1.62% | 20 |
|
|
2018
Q3 | $2.65M | Buy |
23,479
+662
| +3% | +$74.7K | 1.53% | 19 |
|
|
2018
Q2 | $2.37M | Buy |
22,817
+1,587
| +7% | +$165K | 1.5% | 19 |
|
|
2018
Q1 | $2.33M | Buy |
21,230
+1,569
| +8% | +$172K | 1.55% | 19 |
|
|
2017
Q4 | $2.1M | Buy |
19,661
+1,503
| +8% | +$160K | 1.39% | 22 |
|
|
2017
Q3 | $1.74M | Buy |
18,158
+333
| +2% | +$31.9K | 1.27% | 22 |
|
|
2017
Q2 | $1.62M | Buy |
17,825
+833
| +5% | +$75.8K | 1.32% | 22 |
|
|
2017
Q1 | $1.5M | Buy |
+16,992
| New | +$1.5M | 1.32% | 21 |
|
|
2016
Q4 | – | Sell |
-13,343
| Closed | -$891K | – | 38 |
|
|
2016
Q3 | $891K | Buy |
13,343
+880
| +7% | +$58.8K | 0.96% | 29 |
|
|
2016
Q2 | $770K | Sell |
12,463
-234
| -2% | -$14.5K | 0.91% | 29 |
|
|
2016
Q1 | $754K | Buy |
12,697
+72
| +0.6% | +$4.28K | 0.93% | 28 |
|
|
2015
Q4 | $833K | Buy |
+12,625
| New | +$833K | 1.09% | 25 |
|