Kistler-Tiffany Companies’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.48M | Buy |
17,046
+188
| +1% | +$25.9K | 0.4% | 48 |
|
|
2023
Q1 | $2.2M | Buy |
16,858
+294
| +2% | +$40.3K | 0.42% | 45 |
|
|
2022
Q4 | $2.22M | Sell |
16,564
-2,581
| -13% | -$327K | 0.46% | 44 |
|
|
2022
Q3 | $2M | Sell |
19,145
-440
| -2% | -$50.5K | 0.45% | 42 |
|
|
2022
Q2 | $2.21M | Sell |
19,585
-1,035
| -5% | -$128K | 0.48% | 38 |
|
|
2022
Q1 | $2.81M | Buy |
20,620
+397
| +2% | +$58.6K | 0.53% | 32 |
|
|
2021
Q4 | $3.2M | Buy |
20,223
+545
| +3% | +$89.5K | 0.63% | 27 |
|
|
2021
Q3 | $3.22M | Sell |
19,678
-400
| -2% | -$62.7K | 0.73% | 25 |
|
|
2021
Q2 | $3.12M | Sell |
20,078
-307
| -2% | -$48.2K | 0.72% | 26 |
|
|
2021
Q1 | $3.1M | Sell |
20,385
-421
| -2% | -$60.6K | 0.8% | 25 |
|
|
2020
Q4 | $2.64M | Buy |
20,806
+1,011
| +5% | +$113K | 0.75% | 28 |
|
|
2020
Q3 | $1.91M | Sell |
19,795
-530
| -3% | -$52K | 0.61% | 31 |
|
|
2020
Q2 | $1.91M | Buy |
20,325
+2,558
| +14% | +$243K | 0.68% | 28 |
|
|
2020
Q1 | $2.48M | Hold |
17,767
| – | – | 0.88% | 22 |
|
|
2019
Q4 | $2.48M | Sell |
17,767
-688
| -4% | -$88.2K | 0.87% | 22 |
|
|
2019
Q3 | $2.17M | Buy |
18,455
+323
| +2% | +$36.5K | 0.82% | 21 |
|
|
2019
Q2 | $2.03M | Buy |
18,132
+400
| +2% | +$44.1K | 0.77% | 23 |
|
|
2019
Q1 | $1.79M | Buy |
17,732
+1,599
| +10% | +$165K | 0.74% | 25 |
|
|
2018
Q4 | $1.57M | Sell |
16,133
-207
| -1% | -$22.1K | 0.73% | 24 |
|
|
2018
Q3 | $1.84M | Sell |
16,340
-248
| -1% | -$28.2K | 0.76% | 22 |
|
|
2018
Q2 | $1.73M | Sell |
16,588
-142
| -0.8% | -$15.6K | 0.77% | 22 |
|
|
2018
Q1 | $1.84M | Buy |
16,730
+299
| +2% | +$33.9K | 0.76% | 20 |
|
|
2017
Q4 | $1.76M | Buy |
16,431
+463
| +3% | +$46.9K | 0.69% | 24 |
|
|
2017
Q3 | $1.52M | Buy |
15,968
+3,423
| +27% | +$316K | 0.64% | 31 |
|
|
2017
Q2 | $1.15M | Buy |
12,545
+1,620
| +15% | +$140K | 0.53% | 36 |
|
|
2017
Q1 | $960K | Buy |
10,925
+91
| +0.8% | +$8.03K | 0.45% | 42 |
|
|
2016
Q4 | $935K | Sell |
10,834
-1,165
| -10% | -$88.8K | 0.46% | 42 |
|
|
2016
Q3 | $799K | Sell |
11,999
-507
| -4% | -$33.1K | 0.39% | 44 |
|
|
2016
Q2 | $777K | Buy |
12,506
+1,864
| +18% | +$116K | 0.4% | 46 |
|
|
2016
Q1 | $630K | Buy |
10,642
+712
| +7% | +$41.6K | 0.35% | 50 |
|
|
2015
Q4 | $661K | Buy |
9,930
+2,283
| +30% | +$149K | 0.36% | 52 |
|
|
2015
Q3 | $481K | Sell |
7,647
-538
| -7% | -$35.2K | 0.29% | 61 |
|
|
2015
Q2 | $555K | Sell |
8,185
-649
| -7% | -$42.4K | 0.33% | 53 |
|
|
2015
Q1 | $535K | Buy |
8,834
+37
| +0.4% | +$2.19K | 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% | +$18.7K | 0.37% | 53 |
|
|
2014
Q1 | $514K | Buy |
8,465
+125
| +1% | +$7.22K | 0.38% | 52 |
|
|
2013
Q4 | $488K | Buy |
8,340
+893
| +12% | +$48.9K | 0.37% | 54 |
|
|
2013
Q3 | $385K | Buy |
7,447
+1,400
| +23% | +$75.1K | 0.31% | 63 |
|
|
2013
Q2 | $319K | Buy |
+6,047
| New | +$307K | 0.27% | 67 |
|
Other funds holding JPM
Kistler-Tiffany Companies's JPM Position: Q2 2023 in Review
Kistler-Tiffany Companies increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2023, buying an estimated $25.9K and bringing the position to 17,046 shares worth $2.48M. The position accounts for 0.4% of the portfolio, ranked #48.
Kistler-Tiffany Companies first reported a position in JPM in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.22M in Q3 2021. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.
- Kistler-Tiffany Companies held 17,046 shares of JPMorgan Chase worth $2.48M as of Q2 2023.
- Kistler-Tiffany Companies bought 188 JPMorgan Chase shares in Q2 2023, an estimated $25.9K.
- JPMorgan Chase made up 0.4% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #48 holding.
- Kistler-Tiffany Companies first reported a position in JPMorgan Chase in Q2 2013 and has held it in 41 quarters since.
- Kistler-Tiffany Companies's JPMorgan Chase position peaked at $3.22M in Q3 2021.
- 3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.
Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.