Mosaic Family Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $751K | Sell |
4,741
-790
| -14% | -$125K | 0.2% | 80 |
|
|
2021
Q3 | $905K | Buy |
5,531
+1,320
| +31% | +$216K | 0.25% | 57 |
|
|
2021
Q2 | $655K | Buy |
4,211
+26
| +0.6% | +$4.04K | 0.19% | 75 |
|
|
2021
Q1 | $637K | Buy |
4,185
+340
| +9% | +$51.8K | 0.18% | 76 |
|
|
2020
Q4 | $489K | Sell |
3,845
-100
| -3% | -$12.7K | 0.16% | 86 |
|
|
2020
Q3 | $380K | Buy |
3,945
+230
| +6% | +$22.2K | 0.14% | 93 |
|
|
2020
Q2 | $349K | Buy |
3,715
+200
| +6% | +$18.8K | 0.14% | 90 |
|
|
2020
Q1 | $316K | Sell |
3,515
-148
| -4% | -$13.3K | 0.16% | 87 |
|
|
2019
Q4 | $511K | Buy |
3,663
+125
| +4% | +$17.4K | 0.21% | 79 |
|
|
2019
Q3 | $416K | Sell |
3,538
-107
| -3% | -$12.6K | 0.17% | 92 |
|
|
2019
Q2 | $408K | Sell |
3,645
-162
| -4% | -$18.1K | 0.17% | 94 |
|
|
2019
Q1 | $385K | Sell |
3,807
-100
| -3% | -$10.1K | 0.16% | 93 |
|
|
2018
Q4 | $381K | Hold |
3,907
| – | – | 0.16% | 87 |
|
|
2018
Q3 | $428K | Sell |
3,907
-55
| -1% | -$6.03K | 0.18% | 88 |
|
|
2018
Q2 | $413K | Buy |
3,962
+62
| +2% | +$6.46K | 0.16% | 97 |
|
|
2018
Q1 | $429K | Buy |
3,900
+150
| +4% | +$16.5K | 0.16% | 85 |
|
|
2017
Q4 | $401K | Sell |
3,750
-704
| -16% | -$75.3K | 0.15% | 105 |
|
|
2017
Q3 | $425K | Buy |
4,454
+1,094
| +33% | +$104K | 0.16% | 114 |
|
|
2017
Q2 | $307K | Hold |
3,360
| – | – | 0.13% | 132 |
|
|
2017
Q1 | $295K | Sell |
3,360
-500
| -13% | -$43.9K | 0.13% | 135 |
|
|
2016
Q4 | $333K | Sell |
3,860
-7,610
| -66% | -$657K | 0.15% | 125 |
|
|
2016
Q3 | $764K | Buy |
11,470
+2,615
| +30% | +$174K | 0.36% | 55 |
|
|
2016
Q2 | $551K | Buy |
8,855
+1,096
| +14% | +$68.2K | 0.27% | 70 |
|
|
2016
Q1 | $459K | Buy |
7,759
+499
| +7% | +$29.5K | 0.22% | 86 |
|
|
2015
Q4 | $479K | Buy |
+7,260
| New | +$479K | 0.21% | 86 |
|