Keeley-Teton Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,998
| Closed | -$1.04M | – | 362 |
|
|
2023
Q1 | $1.04M | Sell |
7,998
-98
| -1% | -$12.8K | 0.13% | 213 |
|
|
2022
Q4 | $1.09M | Buy |
8,096
+99
| +1% | +$13.3K | 0.14% | 192 |
|
|
2022
Q3 | $836K | Sell |
7,997
-197
| -2% | -$20.6K | 0.11% | 209 |
|
|
2022
Q2 | $923K | Buy |
8,194
+91
| +1% | +$10.3K | 0.12% | 222 |
|
|
2022
Q1 | $1.11M | Sell |
8,103
-70
| -0.9% | -$9.55K | 0.12% | 225 |
|
|
2021
Q4 | $1.29M | Hold |
8,173
| – | – | 0.14% | 210 |
|
|
2021
Q3 | $1.34M | Buy |
+8,173
| New | +$1.34M | 0.15% | 202 |
|
|
2021
Q2 | – | Sell |
-8,184
| Closed | -$1.25M | – | 302 |
|
|
2021
Q1 | $1.25M | Sell |
8,184
-43
| -0.5% | -$6.55K | 0.13% | 205 |
|
|
2020
Q4 | $1.05M | Sell |
8,227
-323
| -4% | -$41K | 0.14% | 166 |
|
|
2020
Q3 | $823K | Sell |
8,550
-399
| -4% | -$38.4K | 0.13% | 167 |
|
|
2020
Q2 | $842K | Sell |
8,949
-240
| -3% | -$22.6K | 0.13% | 171 |
|
|
2020
Q1 | $827K | Sell |
9,189
-651
| -7% | -$58.6K | 0.15% | 170 |
|
|
2019
Q4 | $1.37M | Sell |
9,840
-398
| -4% | -$55.5K | 0.15% | 163 |
|
|
2019
Q3 | $1.21M | Buy |
10,238
+5,245
| +105% | +$617K | 0.13% | 171 |
|
|
2019
Q2 | $558K | Hold |
4,993
| – | – | 0.05% | 221 |
|
|
2019
Q1 | $505K | Hold |
4,993
| – | – | 0.05% | 228 |
|
|
2018
Q4 | $487K | Buy |
+4,993
| New | +$487K | 0.05% | 223 |
|
|
2018
Q2 | – | Sell |
-1,893
| Closed | -$208K | – | 281 |
|
|
2018
Q1 | $208K | Hold |
1,893
| – | – | 0.01% | 271 |
|
|
2017
Q4 | $202K | Buy |
+1,893
| New | +$202K | 0.01% | 273 |
|