JP Morgan Chase’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $70.1K | Sell |
4,516
-439
| -9% | -$7.23K | ﹤0.01% | 6028 |
|
|
2025
Q4 | $83.1K | Sell |
4,955
-196
| -4% | -$3.28K | ﹤0.01% | 5980 |
|
|
2025
Q3 | $100K | Sell |
5,151
-761
| -13% | -$15.1K | ﹤0.01% | 5902 |
|
|
2025
Q2 | $135K | Sell |
5,912
-545
| -8% | -$12K | ﹤0.01% | 5461 |
|
|
2025
Q1 | $178K | Sell |
6,457
-25,749
| -80% | -$852K | ﹤0.01% | 5289 |
|
|
2024
Q4 | $1.21M | Buy |
32,206
+20,716
| +180% | +$796K | ﹤0.01% | 4489 |
|
|
2024
Q3 | $473K | Buy |
11,490
+5,889
| +105% | +$236K | ﹤0.01% | 4932 |
|
|
2024
Q2 | $213K | Sell |
5,601
-17,462
| -76% | -$656K | ﹤0.01% | 5135 |
|
|
2024
Q1 | $905K | Buy |
23,063
+7,392
| +47% | +$295K | ﹤0.01% | 4415 |
|
|
2023
Q4 | $682K | Buy |
15,671
+2,102
| +15% | +$83.3K | ﹤0.01% | 4582 |
|
|
2023
Q3 | $582K | Sell |
13,569
-4,961
| -27% | -$220K | ﹤0.01% | 4388 |
|
|
2023
Q2 | $809K | Buy |
18,530
+2,874
| +18% | +$106K | ﹤0.01% | 4204 |
|
|
2023
Q1 | $602K | Sell |
15,656
-2,736
| -15% | -$126K | ﹤0.01% | 4374 |
|
|
2022
Q4 | $860K | Buy |
18,392
+6,617
| +56% | +$323K | ﹤0.01% | 4156 |
|
|
2022
Q3 | $535K | Buy |
11,775
+4,985
| +73% | +$247K | ﹤0.01% | 4415 |
|
|
2022
Q2 | $314K | Sell |
6,790
-2,870
| -30% | -$114K | ﹤0.01% | 4828 |
|
|
2022
Q1 | $437K | Sell |
9,660
-14,223
| -60% | -$659K | ﹤0.01% | 4781 |
|
|
2021
Q4 | $1.11M | Buy |
23,883
+15,252
| +177% | +$676K | ﹤0.01% | 4317 |
|
|
2021
Q3 | $352K | Sell |
8,631
-9,427
| -52% | -$363K | ﹤0.01% | 4925 |
|
|
2021
Q2 | $584K | Sell |
18,058
-17,408
| -49% | -$537K | ﹤0.01% | 4601 |
|
|
2021
Q1 | $1M | Buy |
35,466
+1,491
| +4% | +$39K | ﹤0.01% | 4228 |
|
|
2020
Q4 | $757K | Buy |
33,975
+25,554
| +303% | +$531K | ﹤0.01% | 4125 |
|
|
2020
Q3 | $151K | Sell |
8,421
-20,887
| -71% | -$401K | ﹤0.01% | 4502 |
|
|
2020
Q2 | $627K | Sell |
29,308
-21,739
| -43% | -$441K | ﹤0.01% | 3750 |
|
|
2020
Q1 | $794K | Buy |
51,047
+14,490
| +40% | +$415K | ﹤0.01% | 3556 |
|
|
2019
Q4 | $1.18M | Buy |
36,557
+25,519
| +231% | +$925K | ﹤0.01% | 3739 |
|
|
2019
Q3 | $387K | Buy |
11,038
+8,362
| +312% | +$302K | ﹤0.01% | 4291 |
|
|
2019
Q2 | $88K | Sell |
2,676
-11,752
| -81% | -$349K | ﹤0.01% | 4979 |
|
|
2019
Q1 | $365K | Buy |
14,428
+1,862
| +15% | +$46.5K | ﹤0.01% | 4356 |
|
|
2018
Q4 | $281K | Sell |
12,566
-16,929
| -57% | -$378K | ﹤0.01% | 4422 |
|
|
2018
Q3 | $698K | Buy |
29,495
+2,678
| +10% | +$66.8K | ﹤0.01% | 4116 |
|
|
2018
Q2 | $659K | Sell |
26,817
-2,090
| -7% | -$56.2K | ﹤0.01% | 4046 |
|
|
2018
Q1 | $778K | Sell |
28,907
-1,588
| -5% | -$43.3K | ﹤0.01% | 3814 |
|
|
2017
Q4 | $633K | Sell |
30,495
-51,827
| -63% | -$1.02M | ﹤0.01% | 3964 |
|
|
2017
Q3 | $1.7M | Sell |
82,322
-66,445
| -45% | -$1.24M | ﹤0.01% | 3248 |
|
|
2017
Q2 | $2.87M | Sell |
148,767
-83,204
| -36% | -$1.72M | ﹤0.01% | 2832 |
|
|
2017
Q1 | $4.69M | Buy |
231,971
+1,572
| +0.7% | +$27.8K | ﹤0.01% | 2481 |
|
|
2016
Q4 | $4.64M | Buy |
230,399
+74,549
| +48% | +$1.45M | ﹤0.01% | 2519 |
|
|
2016
Q3 | $2.77M | Buy |
155,850
+108,425
| +229% | +$1.75M | ﹤0.01% | 2602 |
|
|
2016
Q2 | $727K | Buy |
47,425
+1,271
| +3% | +$19.7K | ﹤0.01% | 3293 |
|
|
2016
Q1 | $812K | Buy |
+46,154
| New | +$788K | ﹤0.01% | 3151 |
|
|
2013
Q4 | – | Sell |
-10,833
| Closed | -$194K | – | 4137 |
|
|
2013
Q3 | $194K | Buy |
+10,833
| New | +$173K | ﹤0.01% | 4058 |
|
Other funds holding FC
RA
RHJA
VCM
