Laurel Wealth Advisors (California)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.53M | Sell |
41,728
-1,360
| -3% | -$180K | 0.55% | 41 |
|
|
2022
Q3 | $4.45M | Buy |
43,088
+1,558
| +4% | +$161K | 0.47% | 47 |
|
|
2022
Q2 | $4.68M | Sell |
41,530
-634
| -2% | -$71.4K | 0.48% | 50 |
|
|
2022
Q1 | $5.69M | Sell |
42,164
-28
| -0.1% | -$3.78K | 0.47% | 45 |
|
|
2021
Q4 | $6.68M | Buy |
42,192
+22,663
| +116% | +$3.59M | 0.52% | 35 |
|
|
2021
Q3 | $3.2M | Sell |
19,529
-1,605
| -8% | -$263K | 0.59% | 30 |
|
|
2021
Q2 | $3.29M | Buy |
21,134
+712
| +3% | +$111K | 0.43% | 50 |
|
|
2021
Q1 | $3.11M | Buy |
20,422
+949
| +5% | +$144K | 0.47% | 48 |
|
|
2020
Q4 | $2.47M | Sell |
19,473
-28
| -0.1% | -$3.56K | 0.36% | 63 |
|
|
2020
Q3 | $1.88M | Buy |
19,501
+404
| +2% | +$38.9K | 0.31% | 77 |
|
|
2020
Q2 | $1.8M | Sell |
19,097
-99
| -0.5% | -$9.31K | 0.33% | 75 |
|
|
2020
Q1 | $1.73M | Sell |
19,196
-1,196
| -6% | -$108K | 0.4% | 63 |
|
|
2019
Q4 | $2.84M | Sell |
20,392
-10,624
| -34% | -$1.48M | 0.48% | 50 |
|
|
2019
Q3 | $3.65M | Buy |
31,016
+5,676
| +22% | +$668K | 0.62% | 37 |
|
|
2019
Q2 | $2.83M | Sell |
25,340
-219
| -0.9% | -$24.5K | 0.62% | 37 |
|
|
2019
Q1 | $2.59M | Buy |
25,559
+2,933
| +13% | +$297K | 0.64% | 36 |
|
|
2018
Q4 | $2.21M | Sell |
22,626
-815
| -3% | -$79.5K | 0.65% | 38 |
|
|
2018
Q3 | $2.65M | Sell |
23,441
-420
| -2% | -$47.4K | 0.65% | 35 |
|
|
2018
Q2 | $2.49M | Buy |
23,861
+1,989
| +9% | +$207K | 0.66% | 32 |
|
|
2018
Q1 | $2.41M | Sell |
21,872
-1,885
| -8% | -$207K | 0.75% | 28 |
|
|
2017
Q4 | $2.54M | Buy |
23,757
+941
| +4% | +$101K | 0.73% | 30 |
|
|
2017
Q3 | $2.18M | Buy |
22,816
+1,101
| +5% | +$105K | 0.73% | 29 |
|
|
2017
Q2 | $1.98M | Buy |
21,715
+4,344
| +25% | +$397K | 0.71% | 30 |
|
|
2017
Q1 | $1.53M | Buy |
17,371
+5,280
| +44% | +$464K | 0.59% | 45 |
|
|
2016
Q4 | $1.04M | Sell |
12,091
-433
| -3% | -$37.4K | 0.46% | 67 |
|
|
2016
Q3 | $834K | Sell |
12,524
-382
| -3% | -$25.4K | 0.39% | 70 |
|
|
2016
Q2 | $802K | Sell |
12,906
-821
| -6% | -$51K | 0.39% | 70 |
|
|
2016
Q1 | $813K | Sell |
13,727
-1,944
| -12% | -$115K | 0.41% | 68 |
|
|
2015
Q4 | $1.04M | Buy |
+15,671
| New | +$1.04M | 0.53% | 54 |
|