MIAN
Mariner Independent Advisor Network’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4M | Sell |
38,232
-10,582
| -22% | -$1.11M | 0.17% | 140 |
|
|
2022
Q2 | $5.56M | Buy |
48,814
+2,768
| +6% | +$315K | 0.23% | 109 |
|
|
2022
Q1 | $6.2M | Buy |
46,046
+9,768
| +27% | +$1.32M | 0.24% | 102 |
|
|
2021
Q4 | $5.84M | Sell |
36,278
-2,690
| -7% | -$433K | 0.27% | 87 |
|
|
2021
Q3 | $6.36M | Sell |
38,968
-41
| -0.1% | -$6.69K | 0.31% | 84 |
|
|
2021
Q2 | $6.07M | Sell |
39,009
-3,277
| -8% | -$510K | 0.28% | 90 |
|
|
2021
Q1 | $6.44M | Buy |
42,286
+9,649
| +30% | +$1.47M | 0.34% | 66 |
|
|
2020
Q4 | $4.15M | Buy |
32,637
+2,783
| +9% | +$354K | 0.22% | 111 |
|
|
2020
Q3 | $2.87M | Sell |
29,854
-2,426
| -8% | -$234K | 0.24% | 116 |
|
|
2020
Q2 | $3.01M | Buy |
32,280
+2,999
| +10% | +$280K | 0.28% | 94 |
|
|
2020
Q1 | $2.51M | Buy |
29,281
+3,438
| +13% | +$294K | 0.23% | 111 |
|
|
2019
Q4 | $3.61M | Sell |
25,843
-1,559
| -6% | -$218K | 0.26% | 93 |
|
|
2019
Q3 | $3.18M | Buy |
27,402
+3,510
| +15% | +$407K | 0.24% | 100 |
|
|
2019
Q2 | $2.7M | Sell |
23,892
-9,477
| -28% | -$1.07M | 0.2% | 124 |
|
|
2019
Q1 | $3.47M | Buy |
33,369
+10,587
| +46% | +$1.1M | 0.29% | 86 |
|
|
2018
Q4 | $2.27M | Sell |
22,782
-1,887
| -8% | -$188K | 0.2% | 120 |
|
|
2018
Q3 | $2.76M | Buy |
+24,669
| New | +$2.76M | 0.35% | 69 |
|
|
2018
Q2 | – | Sell |
-44,560
| Closed | -$4.9M | – | 243 |
|
|
2018
Q1 | $4.9M | Buy |
44,560
+27,411
| +160% | +$3.01M | 0.3% | 73 |
|
|
2017
Q4 | $1.83M | Buy |
+17,149
| New | +$1.83M | 0.19% | 122 |
|
|
2016
Q4 | – | Sell |
-28,435
| Closed | -$1.89M | – | 188 |
|
|
2016
Q3 | $1.89M | Buy |
28,435
+6,478
| +30% | +$431K | 0.27% | 86 |
|
|
2016
Q2 | $1.36M | Buy |
+21,957
| New | +$1.36M | 0.26% | 84 |
|
|
2016
Q1 | – | Sell |
-16,655
| Closed | -$1.1M | – | 113 |
|
|
2015
Q4 | $1.1M | Buy |
16,655
+2,520
| +18% | +$166K | 0.74% | 35 |
|
|
2015
Q3 | $862K | Buy |
14,135
+3,994
| +39% | +$244K | 0.33% | 79 |
|
|
2015
Q2 | $687K | Buy |
+10,141
| New | +$687K | 0.34% | 68 |
|
|
2015
Q1 | – | Sell |
-9,408
| Closed | -$589K | – | 126 |
|
|
2014
Q4 | $589K | Buy |
9,408
+1,194
| +15% | +$74.7K | 0.27% | 69 |
|
|
2014
Q3 | $495K | Sell |
8,214
-98
| -1% | -$5.9K | 0.26% | 63 |
|
|
2014
Q2 | $479K | Buy |
+8,312
| New | +$479K | 0.24% | 70 |
|