Mercer Capital Advisers’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$1.68M	Sell	10,244 -1,132	-10%	-$185K	0.9%	23
2021 Q2	$1.77M	Sell	11,376 -50	-0.4%	-$7.78K	0.88%	22
2021 Q1	$1.75M	Hold	11,426	–	–	0.93%	22
2020 Q4	$1.45M	Buy	11,426 +39	+0.3%	+$4.96K	0.8%	23
2020 Q3	$1.1M	Sell	11,387 -50	-0.4%	-$4.81K	0.67%	26
2020 Q2	$1.08M	Hold	11,437	–	–	0.69%	28
2020 Q1	$1.03M	Hold	11,437	–	–	0.76%	27
2019 Q4	$1.59M	Hold	11,437	–	–	0.96%	23
2019 Q3	$1.35M	Buy	11,437 +200	+2%	+$23.5K	0.86%	26
2019 Q2	$1.26M	Hold	11,237	–	–	0.81%	29
2019 Q1	$1.14M	Sell	11,237 -300	-3%	-$30.4K	0.76%	30
2018 Q4	$1.13M	Buy	11,537 +4,050	+54%	+$395K	0.83%	29
2018 Q3	$845K	Sell	7,487 -200	-3%	-$22.6K	0.56%	39
2018 Q2	$801K	Sell	7,687 -200	-3%	-$20.8K	0.58%	38
2018 Q1	$867K	Buy	7,887 +300	+4%	+$33K	0.64%	35
2017 Q4	$811K	Hold	7,587	–	–	0.59%	37
2017 Q3	$725K	Hold	7,587	–	–	0.54%	39
2017 Q2	$693K	Hold	7,587	–	–	0.52%	40
2017 Q1	$666K	Hold	7,587	–	–	0.51%	40
2016 Q4	$655K	Sell	7,587 -400	-5%	-$34.5K	0.52%	40
2016 Q3	$532K	Hold	7,987	–	–	0.43%	47
2016 Q2	$496K	Buy	7,987 +1,800	+29%	+$112K	0.41%	49
2016 Q1	$366K	Buy	6,187 +50	+0.8%	+$2.96K	0.31%	63
2015 Q4	$405K	Hold	6,137	–	–	0.36%	59
2015 Q3	$374K	Hold	6,137	–	–	0.35%	59
2015 Q2	$416K	Hold	6,137	–	–	0.37%	52
2015 Q1	$372K	Hold	6,137	–	–	0.33%	62
2014 Q4	$384K	Buy	+6,137	New	+$384K	0.34%	56