Morris Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $422K | Sell |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $628K | Sell |
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|
2021
Q3 | $687K | Sell |
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|
2021
Q2 | $699K | Hold |
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|
2021
Q1 | $684K | Sell |
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|
2020
Q4 | $623K | Sell |
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|
2020
Q3 | $493K | Sell |
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|
2020
Q2 | $497K | Buy |
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|
2020
Q1 | $471K | Sell |
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|
2019
Q4 | $747K | Sell |
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|
2019
Q3 | $660K | Hold |
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|
2019
Q2 | $627K | Hold |
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|
2019
Q1 | $568K | Sell |
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|
2018
Q4 | $549K | Sell |
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|
2018
Q3 | $657K | Sell |
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|
2018
Q2 | $619K | Sell |
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|
2018
Q1 | $654K | Buy |
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|
2017
Q4 | $629K | Sell |
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|
2017
Q3 | $563K | Buy |
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|
2017
Q2 | $536K | Sell |
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|
2017
Q1 | $536K | Sell |
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|
2016
Q4 | $533K | Buy |
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|
2016
Q3 | $405K | Sell |
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|
2016
Q2 | $379K | Sell |
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|
2016
Q1 | $370K | Buy |
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|
2015
Q4 | $370K | Buy |
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