Next Financial Group’s JPMorgan Chase JPM Stock Holding History

Next Financial Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$4.36M	Buy	27,555 +298	+1%	+$47.2K	0.29%	68
2021 Q3	$4.46M	Buy	27,257 +4,444	+19%	+$727K	0.35%	52
2021 Q2	$3.55M	Buy	22,813 +992	+5%	+$154K	0.28%	71
2021 Q1	$3.32M	Buy	21,821 +189	+0.9%	+$28.8K	0.29%	71
2020 Q4	$2.75M	Sell	21,632 -316	-1%	-$40.1K	0.26%	88
2020 Q3	$2.11M	Buy	21,948 +3,072	+16%	+$296K	0.23%	106
2020 Q2	$1.78M	Buy	18,876 +2,277	+14%	+$214K	0.21%	123
2020 Q1	$1.5M	Sell	16,599 -489	-3%	-$44K	0.19%	117
2019 Q4	$2.38M	Buy	17,088 +2,153	+14%	+$300K	0.25%	93
2019 Q3	$1.76M	Buy	14,935 +516	+4%	+$60.7K	0.19%	128
2019 Q2	$1.61M	Buy	14,419 +9,297	+182%	+$1.04M	0.17%	171
2019 Q1	$519K	Sell	5,122 -7,119	-58%	-$721K	0.13%	110
2018 Q4	$1.2M	Buy	12,241 +3,846	+46%	+$375K	0.25%	100
2018 Q3	$947K	Sell	8,395 -1,618	-16%	-$183K	0.44%	44
2018 Q2	$1.04M	Sell	10,013 -3,053	-23%	-$318K	0.4%	60
2018 Q1	$1.44M	Buy	13,066 +527	+4%	+$58K	0.3%	94
2017 Q4	$1.34M	Sell	12,539 -3,514	-22%	-$376K	0.57%	43
2017 Q3	$1.54M	Sell	16,053 -1,278	-7%	-$123K	0.43%	55
2017 Q2	$1.58M	Buy	17,331 +11	+0.1%	+$1.01K	0.39%	55
2017 Q1	$1.51M	Sell	17,320 -11,811	-41%	-$1.03M	0.42%	51
2016 Q4	$2.51M	Sell	29,131 -419	-1%	-$36.2K	0.44%	38
2016 Q3	$1.97M	Buy	29,550 +14,554	+97%	+$969K	0.36%	50
2016 Q2	$931K	Buy	14,996 +1,466	+11%	+$91K	0.3%	82
2016 Q1	$801K	Buy	13,530 +1,750	+15%	+$104K	0.28%	77
2015 Q4	$777K	Sell	11,780 -2,667	-18%	-$176K	0.29%	82
2015 Q3	$880K	Buy	14,447 +454	+3%	+$27.7K	0.32%	80
2015 Q2	$948K	Buy	13,993 +164	+1%	+$11.1K	0.33%	77
2015 Q1	$837K	Sell	13,829 -13	-0.1%	-$787	0.27%	102
2014 Q4	$866K	Sell	13,842 -11,469	-45%	-$718K	0.29%	91
2014 Q3	$1.53M	Buy	25,311 +25,027	+8,812%	+$1.51M	0.3%	71
2014 Q2	$16K	Buy	+284	New	+$16K	0.01%	661