Morris Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $392K | Hold |
3,749
| – | – | 0.37% | 46 |
|
|
2022
Q2 | $422K | Sell |
3,749
-183
| -5% | -$20.6K | 0.38% | 46 |
|
|
2022
Q1 | $536K | Sell |
3,932
-35
| -0.9% | -$4.77K | 0.42% | 43 |
|
|
2021
Q4 | $628K | Sell |
3,967
-229
| -5% | -$36.3K | 0.46% | 40 |
|
|
2021
Q3 | $687K | Sell |
4,196
-299
| -7% | -$49K | 0.54% | 40 |
|
|
2021
Q2 | $699K | Hold |
4,495
| – | – | 0.53% | 41 |
|
|
2021
Q1 | $684K | Sell |
4,495
-406
| -8% | -$61.8K | 0.55% | 40 |
|
|
2020
Q4 | $623K | Sell |
4,901
-224
| -4% | -$28.5K | 0.51% | 41 |
|
|
2020
Q3 | $493K | Sell |
5,125
-154
| -3% | -$14.8K | 0.44% | 42 |
|
|
2020
Q2 | $497K | Buy |
5,279
+45
| +0.9% | +$4.24K | 0.45% | 41 |
|
|
2020
Q1 | $471K | Sell |
5,234
-123
| -2% | -$11.1K | 0.5% | 39 |
|
|
2019
Q4 | $747K | Sell |
5,357
-251
| -4% | -$35K | 0.63% | 33 |
|
|
2019
Q3 | $660K | Hold |
5,608
| – | – | 0.58% | 35 |
|
|
2019
Q2 | $627K | Hold |
5,608
| – | – | 0.52% | 36 |
|
|
2019
Q1 | $568K | Sell |
5,608
-15
| -0.3% | -$1.52K | 0.44% | 34 |
|
|
2018
Q4 | $549K | Sell |
5,623
-197
| -3% | -$19.2K | 0.47% | 34 |
|
|
2018
Q3 | $657K | Sell |
5,820
-122
| -2% | -$13.8K | 0.44% | 33 |
|
|
2018
Q2 | $619K | Sell |
5,942
-8
| -0.1% | -$833 | 0.43% | 36 |
|
|
2018
Q1 | $654K | Buy |
5,950
+65
| +1% | +$7.15K | 0.43% | 37 |
|
|
2017
Q4 | $629K | Sell |
5,885
-5
| -0.1% | -$534 | 0.41% | 39 |
|
|
2017
Q3 | $563K | Buy |
5,890
+23
| +0.4% | +$2.2K | 0.38% | 45 |
|
|
2017
Q2 | $536K | Sell |
5,867
-236
| -4% | -$21.6K | 0.38% | 42 |
|
|
2017
Q1 | $536K | Sell |
6,103
-75
| -1% | -$6.59K | 0.39% | 40 |
|
|
2016
Q4 | $533K | Buy |
6,178
+89
| +1% | +$7.68K | 0.37% | 40 |
|
|
2016
Q3 | $405K | Sell |
6,089
-10
| -0.2% | -$665 | 0.25% | 50 |
|
|
2016
Q2 | $379K | Sell |
6,099
-144
| -2% | -$8.95K | 0.23% | 51 |
|
|
2016
Q1 | $370K | Buy |
6,243
+641
| +11% | +$38K | 0.25% | 56 |
|
|
2015
Q4 | $370K | Buy |
+5,602
| New | +$370K | 0.26% | 51 |
|