JPMorgan Chase & Co’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,563,764
| Closed | -$23.1M | – | 5999 |
|
|
2021
Q2 | $23.1M | Buy |
1,563,764
+543,432
| +53% | +$8.02M | ﹤0.01% | 1529 |
|
|
2021
Q1 | $13.6M | Buy |
1,020,332
+511,505
| +101% | +$6.81M | ﹤0.01% | 1887 |
|
|
2020
Q4 | $4.3M | Sell |
508,827
-51,349
| -9% | -$434K | ﹤0.01% | 2527 |
|
|
2020
Q3 | $3.09M | Sell |
560,176
-15,002
| -3% | -$82.8K | ﹤0.01% | 2519 |
|
|
2020
Q2 | $3.96M | Buy |
575,178
+106,595
| +23% | +$734K | ﹤0.01% | 2296 |
|
|
2020
Q1 | $3.35M | Buy |
468,583
+91,762
| +24% | +$656K | ﹤0.01% | 2267 |
|
|
2019
Q4 | $4.53M | Sell |
376,821
-174,540
| -32% | -$2.1M | ﹤0.01% | 2231 |
|
|
2019
Q3 | $6.43M | Buy |
551,361
+67,925
| +14% | +$792K | ﹤0.01% | 2045 |
|
|
2019
Q2 | $5.56M | Buy |
483,436
+42,732
| +10% | +$491K | ﹤0.01% | 2057 |
|
|
2019
Q1 | $4.83M | Sell |
440,704
-127,117
| -22% | -$1.39M | ﹤0.01% | 2131 |
|
|
2018
Q4 | $6M | Buy |
567,821
+413,950
| +269% | +$4.38M | ﹤0.01% | 1990 |
|
|
2018
Q3 | $2.1M | Sell |
153,871
-79,096
| -34% | -$1.08M | ﹤0.01% | 2763 |
|
|
2018
Q2 | $3.7M | Buy |
232,967
+23,766
| +11% | +$378K | ﹤0.01% | 2436 |
|
|
2018
Q1 | $3.15M | Sell |
209,201
-9,252
| -4% | -$139K | ﹤0.01% | 2493 |
|
|
2017
Q4 | $3.38M | Buy |
218,453
+71,946
| +49% | +$1.11M | ﹤0.01% | 2485 |
|
|
2017
Q3 | $2.42M | Buy |
146,507
+16,682
| +13% | +$275K | ﹤0.01% | 2540 |
|
|
2017
Q2 | $1.99M | Sell |
129,825
-37,542
| -22% | -$576K | ﹤0.01% | 2601 |
|
|
2017
Q1 | $2.74M | Sell |
167,367
-91,013
| -35% | -$1.49M | ﹤0.01% | 2441 |
|
|
2016
Q4 | $4.28M | Buy |
258,380
+126,072
| +95% | +$2.09M | ﹤0.01% | 2246 |
|
|
2016
Q3 | $1.7M | Buy |
132,308
+32,535
| +33% | +$418K | ﹤0.01% | 2547 |
|
|
2016
Q2 | $1.18M | Sell |
99,773
-1,064
| -1% | -$12.5K | ﹤0.01% | 2694 |
|
|
2016
Q1 | $1.16M | Sell |
100,837
-6,975
| -6% | -$79.9K | ﹤0.01% | 2625 |
|
|
2015
Q4 | $1.22M | Sell |
107,812
-7,500
| -7% | -$85K | ﹤0.01% | 2602 |
|
|
2015
Q3 | $1.35M | Buy |
115,312
+1,332
| +1% | +$15.6K | ﹤0.01% | 2549 |
|
|
2015
Q2 | $1.53M | Buy |
113,980
+2,292
| +2% | +$30.7K | ﹤0.01% | 2632 |
|
|
2015
Q1 | $1.36M | Sell |
111,688
-14,800
| -12% | -$180K | ﹤0.01% | 2693 |
|
|
2014
Q4 | $1.7M | Sell |
126,488
-8,410
| -6% | -$113K | ﹤0.01% | 2556 |
|
|
2014
Q3 | $1.67M | Sell |
134,898
-31,118
| -19% | -$386K | ﹤0.01% | 2524 |
|
|
2014
Q2 | $2.23M | Sell |
166,016
-109,603
| -40% | -$1.47M | ﹤0.01% | 2407 |
|
|
2014
Q1 | $3.73M | Buy |
275,619
+53,924
| +24% | +$730K | ﹤0.01% | 2211 |
|
|
2013
Q4 | $2.8M | Sell |
221,695
-57,211
| -21% | -$722K | ﹤0.01% | 2349 |
|
|
2013
Q3 | $3.09M | Buy |
278,906
+6,536
| +2% | +$72.5K | ﹤0.01% | 2319 |
|
|
2013
Q2 | $2.9M | Buy |
+272,370
| New | +$2.9M | ﹤0.01% | 2304 |
|