Kistler-Tiffany Companies’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 | $2.48M | Buy |
17,046
+188
| +1% | +$27.3K | 0.4% | 48 |
|
2023
Q1 | $2.2M | Buy |
16,858
+294
| +2% | +$38.3K | 0.42% | 45 |
|
2022
Q4 | $2.22M | Sell |
16,564
-2,581
| -13% | -$346K | 0.46% | 44 |
|
2022
Q3 | $2M | Sell |
19,145
-440
| -2% | -$46K | 0.45% | 42 |
|
2022
Q2 | $2.21M | Sell |
19,585
-1,035
| -5% | -$117K | 0.48% | 38 |
|
2022
Q1 | $2.81M | Buy |
20,620
+397
| +2% | +$54.1K | 0.53% | 32 |
|
2021
Q4 | $3.2M | Buy |
20,223
+545
| +3% | +$86.3K | 0.63% | 27 |
|
2021
Q3 | $3.22M | Sell |
19,678
-400
| -2% | -$65.5K | 0.73% | 25 |
|
2021
Q2 | $3.12M | Sell |
20,078
-307
| -2% | -$47.8K | 0.72% | 26 |
|
2021
Q1 | $3.1M | Sell |
20,385
-421
| -2% | -$64.1K | 0.8% | 25 |
|
2020
Q4 | $2.64M | Buy |
20,806
+1,011
| +5% | +$128K | 0.75% | 28 |
|
2020
Q3 | $1.91M | Sell |
19,795
-530
| -3% | -$51K | 0.61% | 31 |
|
2020
Q2 | $1.91M | Buy |
20,325
+2,558
| +14% | +$241K | 0.68% | 28 |
|
2020
Q1 | $2.48M | Hold |
17,767
| – | – | 0.88% | 22 |
|
2019
Q4 | $2.48M | Sell |
17,767
-688
| -4% | -$95.9K | 0.87% | 22 |
|
2019
Q3 | $2.17M | Buy |
18,455
+323
| +2% | +$38K | 0.82% | 21 |
|
2019
Q2 | $2.03M | Buy |
18,132
+400
| +2% | +$44.7K | 0.77% | 23 |
|
2019
Q1 | $1.8M | Buy |
17,732
+1,599
| +10% | +$162K | 0.74% | 25 |
|
2018
Q4 | $1.58M | Sell |
16,133
-207
| -1% | -$20.2K | 0.73% | 24 |
|
2018
Q3 | $1.84M | Sell |
16,340
-248
| -1% | -$28K | 0.76% | 22 |
|
2018
Q2 | $1.73M | Sell |
16,588
-142
| -0.8% | -$14.8K | 0.77% | 22 |
|
2018
Q1 | $1.84M | Buy |
16,730
+299
| +2% | +$32.9K | 0.76% | 20 |
|
2017
Q4 | $1.76M | Buy |
16,431
+463
| +3% | +$49.5K | 0.69% | 24 |
|
2017
Q3 | $1.53M | Buy |
15,968
+3,423
| +27% | +$327K | 0.64% | 31 |
|
2017
Q2 | $1.15M | Buy |
12,545
+1,620
| +15% | +$148K | 0.53% | 36 |
|
2017
Q1 | $960K | Buy |
10,925
+91
| +0.8% | +$8K | 0.45% | 42 |
|
2016
Q4 | $935K | Sell |
10,834
-1,165
| -10% | -$101K | 0.46% | 42 |
|
2016
Q3 | $799K | Sell |
11,999
-507
| -4% | -$33.8K | 0.39% | 44 |
|
2016
Q2 | $777K | Buy |
12,506
+1,864
| +18% | +$116K | 0.4% | 46 |
|
2016
Q1 | $630K | Buy |
10,642
+712
| +7% | +$42.2K | 0.35% | 50 |
|
2015
Q4 | $661K | Buy |
9,930
+2,283
| +30% | +$152K | 0.36% | 52 |
|
2015
Q3 | $481K | Sell |
7,647
-538
| -7% | -$33.8K | 0.29% | 61 |
|
2015
Q2 | $555K | Sell |
8,185
-649
| -7% | -$44K | 0.33% | 53 |
|
2015
Q1 | $535K | Buy |
8,834
+37
| +0.4% | +$2.24K | 0.34% | 55 |
|
2014
Q4 | $551K | Hold |
8,797
| – | – | 0.36% | 51 |
|
2014
Q3 | $530K | Hold |
8,797
| – | – | 0.35% | 52 |
|
2014
Q2 | $507K | Buy |
8,797
+332
| +4% | +$19.1K | 0.37% | 53 |
|
2014
Q1 | $514K | Buy |
8,465
+125
| +1% | +$7.59K | 0.38% | 52 |
|
2013
Q4 | $488K | Buy |
8,340
+893
| +12% | +$52.3K | 0.37% | 54 |
|
2013
Q3 | $385K | Buy |
7,447
+1,400
| +23% | +$72.4K | 0.31% | 63 |
|
2013
Q2 | $319K | Buy |
+6,047
| New | +$319K | 0.27% | 67 |
|