Landmark Financial Advisors’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
Q4 | $3.5M | Buy |
20,593
+157
| +0.8% | +$23.8K | 1.26% | 22 |
|
|
2023
Q3 | $2.96M | Sell |
20,436
-142
| -0.7% | -$21.3K | 1.2% | 20 |
|
|
2023
Q2 | $2.99M | Sell |
20,578
-196
| -0.9% | -$27K | 1.23% | 22 |
|
|
2023
Q1 | $2.71M | Sell |
20,774
-845
| -4% | -$116K | 1.19% | 22 |
|
|
2022
Q4 | $2.9M | Buy |
21,619
+1,752
| +9% | +$222K | 1.34% | 19 |
|
|
2022
Q3 | $2.08M | Buy |
19,867
+219
| +1% | +$25.1K | 1.1% | 19 |
|
|
2022
Q2 | $2.21M | Buy |
19,648
+85
| +0.4% | +$10.5K | 1.09% | 19 |
|
|
2022
Q1 | $2.48M | Buy |
19,563
+639
| +3% | +$94.3K | 1.19% | 18 |
|
|
2021
Q4 | $3M | Buy |
18,924
+14
| +0.1% | +$2.3K | 1.33% | 16 |
|
|
2021
Q3 | $2.88M | Sell |
18,910
-319
| -2% | -$50K | 1.55% | 16 |
|
|
2021
Q2 | $2.99M | Buy |
19,229
+319
| +2% | +$50.1K | 1.43% | 17 |
|
|
2021
Q1 | $2.88M | Sell |
18,910
-184
| -1% | -$26.5K | 1.55% | 16 |
|
|
2020
Q4 | $2.64M | Sell |
19,094
-5
| -0% | -$559 | 1.49% | 18 |
|
|
2020
Q3 | $1.89M | Sell |
19,099
-40
| -0.2% | -$3.93K | 1.2% | 20 |
|
|
2020
Q2 | $1.82M | Buy |
19,139
+53
| +0.3% | +$5.03K | 1.19% | 21 |
|
|
2020
Q1 | $1.82M | Sell |
19,086
-1,238
| -6% | -$150K | 1.25% | 18 |
|
|
2019
Q4 | $2.77M | Sell |
20,324
-1,194
| -6% | -$153K | 1.62% | 15 |
|
|
2019
Q3 | $2.53M | Hold |
21,518
| – | – | 1.57% | 14 |
|
|
2019
Q2 | $2.4M | Hold |
21,518
| – | – | 1.47% | 16 |
|
|
2019
Q1 | $2.18M | Sell |
21,518
-66
| -0.3% | -$6.8K | 1.43% | 15 |
|
|
2018
Q4 | $2.11M | Sell |
21,584
-726
| -3% | -$77.4K | 1.38% | 17 |
|
|
2018
Q3 | $2.52M | Buy |
22,310
+910
| +4% | +$103K | 1.5% | 17 |
|
|
2018
Q2 | $2.23M | Buy |
21,400
+121
| +0.6% | +$13.3K | 1.38% | 17 |
|
|
2018
Q1 | $2.34M | Buy |
21,279
+300
| +1% | +$34K | 1.47% | 16 |
|
|
2017
Q4 | $2.24M | Hold |
20,979
| – | – | 1.42% | 16 |
|
|
2017
Q3 | $2M | Hold |
20,979
| – | – | 1.35% | 15 |
|
|
2017
Q2 | $1.92M | Buy |
20,979
+231
| +1% | +$19.9K | 1.38% | 15 |
|
|
2017
Q1 | $1.82M | Sell |
20,748
-1
| -0% | -$88 | 1.36% | 15 |
|
|
2016
Q4 | $1.79M | Sell |
20,749
-999
| -5% | -$76.2K | 1.43% | 14 |
|
|
2016
Q3 | $1.45M | Sell |
21,748
-1,900
| -8% | -$124K | 1.23% | 20 |
|
|
2016
Q2 | $1.47M | Buy |
23,648
+300
| +1% | +$18.7K | 1.37% | 19 |
|
|
2016
Q1 | $1.38M | Buy |
23,348
+900
| +4% | +$52.6K | 1.4% | 18 |
|
|
2015
Q4 | $1.48M | Sell |
22,448
-600
| -3% | -$39.1K | 1.56% | 18 |
|
|
2015
Q3 | $1.41M | Buy |
23,048
+2
| +0% | +$131 | 1.55% | 18 |
|
|
2015
Q2 | $1.56M | Sell |
23,046
-999
| -4% | -$65.2K | 1.61% | 17 |
|
|
2015
Q1 | $1.46M | Buy |
24,045
+1,057
| +5% | +$62.6K | 1.53% | 16 |
|
|
2014
Q4 | $1.45M | Buy |
+22,988
| New | +$1.38M | 1.5% | 16 |
|
Other funds holding JPM
