New Potomac Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.37M | Sell |
15,978
-270
| -2% | -$56.9K | 1.73% | 21 |
|
|
2024
Q2 | $3.29M | Sell |
16,248
-1,127
| -6% | -$228K | 1.8% | 19 |
|
|
2024
Q1 | $3.48M | Sell |
17,375
-1,673
| -9% | -$335K | 1.93% | 16 |
|
|
2023
Q4 | $3.24M | Buy |
19,048
+1,556
| +9% | +$265K | 1.93% | 17 |
|
|
2023
Q3 | $2.54M | Sell |
17,492
-104
| -0.6% | -$15.1K | 1.75% | 19 |
|
|
2023
Q2 | $2.56M | Sell |
17,596
-1,293
| -7% | -$188K | 1.69% | 22 |
|
|
2023
Q1 | $2.46M | Sell |
18,889
-259
| -1% | -$33.8K | 1.71% | 22 |
|
|
2022
Q4 | $2.57M | Buy |
19,148
+140
| +0.7% | +$18.8K | 1.9% | 19 |
|
|
2022
Q3 | $1.99M | Sell |
19,008
-50
| -0.3% | -$5.22K | 1.68% | 28 |
|
|
2022
Q2 | $2.15M | Sell |
19,058
-725
| -4% | -$81.6K | 1.72% | 26 |
|
|
2022
Q1 | $2.7M | Sell |
19,783
-502
| -2% | -$68.4K | 1.9% | 22 |
|
|
2021
Q4 | $3.21M | Sell |
20,285
-1,015
| -5% | -$161K | 2.08% | 19 |
|
|
2021
Q3 | $3.49M | Sell |
21,300
-150
| -0.7% | -$24.6K | 2.41% | 14 |
|
|
2021
Q2 | $3.34M | Buy |
21,450
+95
| +0.4% | +$14.8K | 2.27% | 18 |
|
|
2021
Q1 | $3.25M | Sell |
21,355
-10,610
| -33% | -$1.62M | 2.39% | 14 |
|
|
2020
Q4 | $4.06M | Buy |
31,965
+640
| +2% | +$81.3K | 2.94% | 8 |
|
|
2020
Q3 | $3.02M | Buy |
31,325
+9,880
| +46% | +$951K | 2.4% | 10 |
|
|
2020
Q2 | $2.02M | Buy |
21,445
+265
| +1% | +$24.9K | 1.8% | 23 |
|
|
2020
Q1 | $1.91M | Sell |
21,180
-82
| -0.4% | -$7.38K | 2.08% | 19 |
|
|
2019
Q4 | $2.96M | Sell |
21,262
-575
| -3% | -$80.2K | 2.76% | 6 |
|
|
2019
Q3 | $2.57M | Sell |
21,837
-40
| -0.2% | -$4.71K | 2.57% | 7 |
|
|
2019
Q2 | $2.45M | Sell |
21,877
-780
| -3% | -$87.2K | 2.48% | 7 |
|
|
2019
Q1 | $2.29M | Sell |
22,657
-445
| -2% | -$45.1K | 2.32% | 9 |
|
|
2018
Q4 | $2.26M | Buy |
23,102
+105
| +0.5% | +$10.2K | 2.42% | 7 |
|
|
2018
Q3 | $2.6M | Sell |
22,997
-1,930
| -8% | -$218K | 2.4% | 8 |
|
|
2018
Q2 | $2.6M | Buy |
24,927
+275
| +1% | +$28.7K | 2.51% | 7 |
|
|
2018
Q1 | $2.71M | Sell |
24,652
-1,305
| -5% | -$144K | 2.66% | 6 |
|
|
2017
Q4 | $2.78M | Buy |
+25,957
| New | +$2.78M | 2.65% | 6 |
|