LeJeune Puetz Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.65M | Buy |
43,347
+35
| +0.1% | +$4.56K | 2.02% | 8 |
|
|
2022
Q4 | $5.81M | Buy |
43,312
+290
| +0.7% | +$38.9K | 2.17% | 6 |
|
|
2022
Q3 | $4.5M | Buy |
43,022
+1,400
| +3% | +$146K | 1.85% | 11 |
|
|
2022
Q2 | $4.69M | Buy |
41,622
+2,001
| +5% | +$225K | 1.82% | 10 |
|
|
2022
Q1 | $5.4M | Buy |
39,621
+596
| +2% | +$81.2K | 1.89% | 9 |
|
|
2021
Q4 | $6.18M | Buy |
39,025
+717
| +2% | +$114K | 2.08% | 7 |
|
|
2021
Q3 | $6.27M | Buy |
38,308
+1,365
| +4% | +$223K | 2.28% | 7 |
|
|
2021
Q2 | $5.75M | Sell |
36,943
-609
| -2% | -$94.7K | 2.12% | 7 |
|
|
2021
Q1 | $5.72M | Buy |
37,552
+75
| +0.2% | +$11.4K | 2.24% | 6 |
|
|
2020
Q4 | $4.76M | Buy |
37,477
+275
| +0.7% | +$34.9K | 2.06% | 8 |
|
|
2020
Q3 | $3.58M | Buy |
37,202
+2,250
| +6% | +$217K | 1.75% | 11 |
|
|
2020
Q2 | $3.29M | Sell |
34,952
-3,295
| -9% | -$310K | 1.72% | 13 |
|
|
2020
Q1 | $3.44M | Buy |
38,247
+2,631
| +7% | +$237K | 2.01% | 9 |
|
|
2019
Q4 | $4.97M | Sell |
35,616
-550
| -2% | -$76.7K | 2.33% | 5 |
|
|
2019
Q3 | $4.26M | Sell |
36,166
-150
| -0.4% | -$17.7K | 2.16% | 5 |
|
|
2019
Q2 | $4.06M | Sell |
36,316
-50
| -0.1% | -$5.59K | 2.1% | 5 |
|
|
2019
Q1 | $3.68M | Buy |
36,366
+250
| +0.7% | +$25.3K | 2% | 9 |
|
|
2018
Q4 | $3.53M | Buy |
36,116
+2,079
| +6% | +$203K | 2.2% | 5 |
|
|
2018
Q3 | $3.84M | Buy |
34,037
+50
| +0.1% | +$5.64K | 2.22% | 6 |
|
|
2018
Q2 | $3.54M | Sell |
33,987
-2,395
| -7% | -$250K | 2.19% | 6 |
|
|
2018
Q1 | $4M | Sell |
36,382
-125
| -0.3% | -$13.7K | 2.45% | 4 |
|
|
2017
Q4 | $3.9M | Sell |
36,507
-1,375
| -4% | -$147K | 2.39% | 5 |
|
|
2017
Q3 | $3.62M | Hold |
37,882
| – | – | 2.33% | 4 |
|
|
2017
Q2 | $3.46M | Sell |
37,882
-1,200
| -3% | -$110K | 2.35% | 4 |
|
|
2017
Q1 | $3.43M | Sell |
39,082
-1,195
| -3% | -$105K | 2.47% | 3 |
|
|
2016
Q4 | $3.48M | Buy |
+40,277
| New | +$3.48M | 2.67% | 3 |
|