JPMorgan Chase & Co’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
5,912
-545
| -8% | -$12.4K | ﹤0.01% | 4662 |
|
|
2025
Q1 | $178K | Sell |
6,457
-25,749
| -80% | -$711K | ﹤0.01% | 4483 |
|
|
2024
Q4 | $1.21M | Buy |
32,206
+20,716
| +180% | +$779K | ﹤0.01% | 3678 |
|
|
2024
Q3 | $473K | Buy |
11,490
+5,889
| +105% | +$242K | ﹤0.01% | 4046 |
|
|
2024
Q2 | $213K | Sell |
5,601
-17,462
| -76% | -$664K | ﹤0.01% | 4249 |
|
|
2024
Q1 | $905K | Buy |
23,063
+7,392
| +47% | +$290K | ﹤0.01% | 3631 |
|
|
2023
Q4 | $682K | Buy |
15,671
+2,102
| +15% | +$91.5K | ﹤0.01% | 3737 |
|
|
2023
Q3 | $582K | Sell |
13,569
-4,961
| -27% | -$213K | ﹤0.01% | 3655 |
|
|
2023
Q2 | $809K | Buy |
18,530
+2,874
| +18% | +$126K | ﹤0.01% | 3541 |
|
|
2023
Q1 | $602K | Sell |
15,656
-2,736
| -15% | -$105K | ﹤0.01% | 3722 |
|
|
2022
Q4 | $860K | Buy |
18,392
+6,617
| +56% | +$309K | ﹤0.01% | 3452 |
|
|
2022
Q3 | $535K | Buy |
11,775
+4,985
| +73% | +$226K | ﹤0.01% | 3703 |
|
|
2022
Q2 | $314K | Sell |
6,790
-2,870
| -30% | -$133K | ﹤0.01% | 4110 |
|
|
2022
Q1 | $437K | Sell |
9,660
-14,223
| -60% | -$643K | ﹤0.01% | 4072 |
|
|
2021
Q4 | $1.11M | Buy |
23,883
+15,252
| +177% | +$708K | ﹤0.01% | 3617 |
|
|
2021
Q3 | $352K | Sell |
8,631
-9,427
| -52% | -$384K | ﹤0.01% | 4138 |
|
|
2021
Q2 | $584K | Sell |
18,058
-17,408
| -49% | -$563K | ﹤0.01% | 3910 |
|
|
2021
Q1 | $1M | Buy |
35,466
+1,491
| +4% | +$42.2K | ﹤0.01% | 3657 |
|
|
2020
Q4 | $757K | Buy |
33,975
+25,554
| +303% | +$569K | ﹤0.01% | 3522 |
|
|
2020
Q3 | $151K | Sell |
8,421
-20,887
| -71% | -$375K | ﹤0.01% | 3866 |
|
|
2020
Q2 | $627K | Sell |
29,308
-21,739
| -43% | -$465K | ﹤0.01% | 3210 |
|
|
2020
Q1 | $794K | Buy |
51,047
+14,490
| +40% | +$225K | ﹤0.01% | 3074 |
|
|
2019
Q4 | $1.18M | Buy |
36,557
+25,519
| +231% | +$822K | ﹤0.01% | 2972 |
|
|
2019
Q3 | $387K | Buy |
11,038
+8,362
| +312% | +$293K | ﹤0.01% | 3445 |
|
|
2019
Q2 | $88K | Sell |
2,676
-11,752
| -81% | -$386K | ﹤0.01% | 4066 |
|
|
2019
Q1 | $365K | Buy |
14,428
+1,862
| +15% | +$47.1K | ﹤0.01% | 3509 |
|
|
2018
Q4 | $281K | Sell |
12,566
-16,929
| -57% | -$379K | ﹤0.01% | 3645 |
|
|
2018
Q3 | $698K | Buy |
29,495
+2,678
| +10% | +$63.4K | ﹤0.01% | 3344 |
|
|
2018
Q2 | $659K | Sell |
26,817
-2,090
| -7% | -$51.4K | ﹤0.01% | 3329 |
|
|
2018
Q1 | $778K | Sell |
28,907
-1,588
| -5% | -$42.7K | ﹤0.01% | 3206 |
|
|
2017
Q4 | $633K | Sell |
30,495
-51,827
| -63% | -$1.08M | ﹤0.01% | 3254 |
|
|
2017
Q3 | $1.7M | Sell |
82,322
-66,445
| -45% | -$1.37M | ﹤0.01% | 2704 |
|
|
2017
Q2 | $2.87M | Sell |
148,767
-83,204
| -36% | -$1.61M | ﹤0.01% | 2434 |
|
|
2017
Q1 | $4.69M | Buy |
231,971
+1,572
| +0.7% | +$31.8K | ﹤0.01% | 2136 |
|
|
2016
Q4 | $4.64M | Buy |
230,399
+74,549
| +48% | +$1.5M | ﹤0.01% | 2194 |
|
|
2016
Q3 | $2.78M | Buy |
155,850
+108,425
| +229% | +$1.93M | ﹤0.01% | 2299 |
|
|
2016
Q2 | $727K | Buy |
47,425
+1,271
| +3% | +$19.5K | ﹤0.01% | 2860 |
|
|
2016
Q1 | $812K | Buy |
+46,154
| New | +$812K | ﹤0.01% | 2746 |
|
|
2013
Q4 | – | Sell |
-10,833
| Closed | -$194K | – | 3663 |
|
|
2013
Q3 | $194K | Buy |
+10,833
| New | +$194K | ﹤0.01% | 3675 |
|