NewFocus Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.3M | Buy |
25,941
+588
| +2% | +$74.7K | 0.97% | 31 |
|
|
2020
Q3 | $2.44M | Sell |
25,353
-9,080
| -26% | -$874K | 0.81% | 39 |
|
|
2020
Q2 | $3.24M | Buy |
34,433
+1,670
| +5% | +$157K | 1.16% | 27 |
|
|
2020
Q1 | $2.95M | Buy |
32,763
+4,136
| +14% | +$372K | 1.36% | 26 |
|
|
2019
Q4 | $3.99M | Buy |
28,627
+167
| +0.6% | +$23.3K | 1.56% | 19 |
|
|
2019
Q3 | $3.35M | Buy |
28,460
+316
| +1% | +$37.2K | 1.47% | 21 |
|
|
2019
Q2 | $3.15M | Sell |
28,144
-127
| -0.4% | -$14.2K | 1.46% | 19 |
|
|
2019
Q1 | $2.86M | Buy |
28,271
+525
| +2% | +$53.1K | 1.43% | 22 |
|
|
2018
Q4 | $2.71M | Sell |
27,746
-592
| -2% | -$57.8K | 1.6% | 18 |
|
|
2018
Q3 | $3.2M | Buy |
28,338
+553
| +2% | +$62.4K | 1.73% | 20 |
|
|
2018
Q2 | $2.9M | Buy |
27,785
+413
| +2% | +$43K | 1.74% | 19 |
|
|
2018
Q1 | $3.01M | Buy |
27,372
+2,496
| +10% | +$274K | 1.89% | 20 |
|
|
2017
Q4 | $2.66M | Sell |
24,876
-194
| -0.8% | -$20.7K | 1.62% | 23 |
|
|
2017
Q3 | $2.39M | Buy |
25,070
+10,444
| +71% | +$997K | 1.55% | 27 |
|
|
2017
Q2 | $1.34M | Buy |
+14,626
| New | +$1.34M | 0.76% | 38 |
|