Northwest Investment Counselors’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 | $742K | Sell |
3,517
-169
| -5% | -$35.6K | 0.17% | 98 |
|
|
2024
Q2 | $746K | Buy |
3,686
+374
| +11% | +$75.7K | 0.19% | 96 |
|
|
2024
Q1 | $663K | Buy |
3,312
+25
| +0.8% | +$5.01K | 0.16% | 100 |
|
|
2023
Q4 | $559K | Buy |
3,287
+101
| +3% | +$17.2K | 0.15% | 104 |
|
|
2023
Q3 | $462K | Buy |
3,186
+112
| +4% | +$16.2K | 0.13% | 109 |
|
|
2023
Q2 | $447K | Sell |
3,074
-350
| -10% | -$50.9K | 0.12% | 114 |
|
|
2023
Q1 | $446K | Buy |
3,424
+23
| +0.7% | +$3K | 0.12% | 118 |
|
|
2022
Q4 | $456K | Sell |
3,401
-177
| -5% | -$23.7K | 0.13% | 115 |
|
|
2022
Q3 | $374K | Sell |
3,578
-44
| -1% | -$4.6K | 0.12% | 122 |
|
|
2022
Q2 | $408K | Buy |
3,622
+2
| +0.1% | +$225 | 0.13% | 116 |
|
|
2022
Q1 | $494K | Sell |
3,620
-331
| -8% | -$45.2K | 0.13% | 113 |
|
|
2021
Q4 | $626K | Buy |
3,951
+86
| +2% | +$13.6K | 0.15% | 107 |
|
|
2021
Q3 | $633K | Buy |
3,865
+344
| +10% | +$56.3K | 0.18% | 104 |
|
|
2021
Q2 | $548K | Sell |
3,521
-89
| -2% | -$13.9K | 0.15% | 106 |
|
|
2021
Q1 | $550K | Buy |
3,610
+2
| +0.1% | +$305 | 0.16% | 104 |
|
|
2020
Q4 | $458K | Buy |
3,608
+178
| +5% | +$22.6K | 0.14% | 107 |
|
|
2020
Q3 | $330K | Sell |
3,430
-95
| -3% | -$9.14K | 0.11% | 114 |
|
|
2020
Q2 | $332K | Buy |
3,525
+2
| +0.1% | +$188 | 0.13% | 113 |
|
|
2020
Q1 | $317K | Buy |
3,523
+254
| +8% | +$22.9K | 0.14% | 116 |
|
|
2019
Q4 | $456K | Sell |
3,269
-202
| -6% | -$28.2K | 0.16% | 116 |
|
|
2019
Q3 | $409K | Hold |
3,471
| – | – | 0.15% | 120 |
|
|
2019
Q2 | $388K | Hold |
3,471
| – | – | 0.14% | 120 |
|
|
2019
Q1 | $351K | Hold |
3,471
| – | – | 0.14% | 121 |
|
|
2018
Q4 | $339K | Buy |
3,471
+506
| +17% | +$49.4K | 0.15% | 123 |
|
|
2018
Q3 | $335K | Hold |
2,965
| – | – | 0.13% | 124 |
|
|
2018
Q2 | $309K | Buy |
2,965
+1,141
| +63% | +$119K | 0.12% | 129 |
|
|
2018
Q1 | $201K | Sell |
1,824
-98
| -5% | -$10.8K | 0.08% | 137 |
|
|
2017
Q4 | $206K | Sell |
1,922
-57
| -3% | -$6.11K | 0.08% | 140 |
|
|
2017
Q3 | $189K | Buy |
1,979
+176
| +10% | +$16.8K | 0.08% | 123 |
|
|
2017
Q2 | $165K | Buy |
+1,803
| New | +$165K | 0.07% | 122 |
|