Kings Point Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $14.5M | Buy |
106,691
+3,467
| +3% | +$473K | 1.27% | 29 |
|
|
2021
Q4 | $16.3M | Sell |
103,224
-422
| -0.4% | -$66.8K | 1.34% | 25 |
|
|
2021
Q3 | $17M | Buy |
103,646
+3,559
| +4% | +$583K | 1.51% | 20 |
|
|
2021
Q2 | $15.6M | Sell |
100,087
-71
| -0.1% | -$11K | 1.41% | 20 |
|
|
2021
Q1 | $15.2M | Buy |
100,158
+1,943
| +2% | +$296K | 1.5% | 17 |
|
|
2020
Q4 | $12.5M | Buy |
98,215
+3,239
| +3% | +$412K | 1.33% | 21 |
|
|
2020
Q3 | $9.14M | Buy |
94,976
+4,901
| +5% | +$472K | 1.14% | 31 |
|
|
2020
Q2 | $8.47M | Buy |
90,075
+2,135
| +2% | +$201K | 1.23% | 30 |
|
|
2020
Q1 | $7.92M | Buy |
87,940
+11,116
| +14% | +$1M | 1.39% | 23 |
|
|
2019
Q4 | $10.7M | Buy |
76,824
+5,000
| +7% | +$697K | 1.58% | 19 |
|
|
2019
Q3 | $8.45M | Buy |
71,824
+8,277
| +13% | +$974K | 1.43% | 24 |
|
|
2019
Q2 | $7.11M | Buy |
63,547
+2,826
| +5% | +$316K | 1.3% | 30 |
|
|
2019
Q1 | $6.15M | Sell |
60,721
-486
| -0.8% | -$49.2K | 1.22% | 33 |
|
|
2018
Q4 | $5.98M | Buy |
61,207
+1,667
| +3% | +$163K | 1.33% | 28 |
|
|
2018
Q3 | $6.72M | Buy |
59,540
+328
| +0.6% | +$37K | 1.25% | 29 |
|
|
2018
Q2 | $6.17M | Buy |
59,212
+13,715
| +30% | +$1.43M | 1.22% | 34 |
|
|
2018
Q1 | $5M | Buy |
45,497
+4,526
| +11% | +$498K | 1.01% | 45 |
|
|
2017
Q4 | $4.38M | Buy |
40,971
+450
| +1% | +$48.1K | 0.92% | 46 |
|
|
2017
Q3 | $3.87M | Buy |
40,521
+4,808
| +13% | +$459K | 0.86% | 47 |
|
|
2017
Q2 | $3.26M | Buy |
35,713
+3,347
| +10% | +$306K | 0.76% | 51 |
|
|
2017
Q1 | $2.84M | Buy |
32,366
+28,470
| +731% | +$2.5M | 0.67% | 55 |
|
|
2016
Q4 | $336K | Hold |
3,896
| – | – | 0.08% | 111 |
|
|
2016
Q3 | $259K | Sell |
3,896
-2,178
| -36% | -$145K | 0.07% | 108 |
|
|
2016
Q2 | $377K | Buy |
6,074
+300
| +5% | +$18.6K | 0.1% | 92 |
|
|
2016
Q1 | $342K | Sell |
5,774
-4,675
| -45% | -$277K | 0.09% | 93 |
|
|
2015
Q4 | $690K | Sell |
10,449
-125
| -1% | -$8.25K | 0.17% | 83 |
|
|
2015
Q3 | $645K | Buy |
10,574
+1,041
| +11% | +$63.5K | 0.17% | 87 |
|
|
2015
Q2 | $646K | Sell |
9,533
-250
| -3% | -$16.9K | 0.16% | 92 |
|
|
2015
Q1 | $593K | Buy |
9,783
+1,000
| +11% | +$60.6K | 0.15% | 84 |
|
|
2014
Q4 | $550K | Buy |
8,783
+2,238
| +34% | +$140K | 0.15% | 79 |
|
|
2014
Q3 | $394K | Sell |
6,545
-800
| -11% | -$48.2K | 0.12% | 84 |
|
|
2014
Q2 | $423K | Buy |
7,345
+1,545
| +27% | +$89K | 0.13% | 79 |
|
|
2014
Q1 | $352K | Buy |
5,800
+4,815
| +489% | +$292K | 0.11% | 82 |
|
|
2013
Q4 | $58K | Hold |
985
| – | – | 0.02% | 160 |
|
|
2013
Q3 | $51K | Hold |
985
| – | – | 0.02% | 174 |
|
|
2013
Q2 | $52K | Buy |
+985
| New | +$52K | 0.02% | 177 |
|