Pacific Edge Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $307K | Hold |
1,878
| – | – | 0.15% | 35 |
|
|
2021
Q2 | $292K | Buy |
1,878
+123
| +7% | +$19.1K | 0.15% | 34 |
|
|
2021
Q1 | $267K | Sell |
1,755
-1,200
| -41% | -$183K | 0.13% | 35 |
|
|
2020
Q4 | $375K | Hold |
2,955
| – | – | 0.2% | 31 |
|
|
2020
Q3 | $284K | Hold |
2,955
| – | – | 0.16% | 33 |
|
|
2020
Q2 | $278K | Sell |
2,955
-60
| -2% | -$5.65K | 0.16% | 32 |
|
|
2020
Q1 | $271K | Sell |
3,015
-160
| -5% | -$14.4K | 0.19% | 28 |
|
|
2019
Q4 | $443K | Buy |
3,175
+195
| +7% | +$27.2K | 0.27% | 31 |
|
|
2019
Q3 | $351K | Sell |
2,980
-113
| -4% | -$13.3K | 0.23% | 31 |
|
|
2019
Q2 | $346K | Sell |
3,093
-1,244
| -29% | -$139K | 0.23% | 31 |
|
|
2019
Q1 | $439K | Sell |
4,337
-172
| -4% | -$17.4K | 0.27% | 29 |
|
|
2018
Q4 | $440K | Sell |
4,509
-255
| -5% | -$24.9K | 0.28% | 30 |
|
|
2018
Q3 | $538K | Sell |
4,764
-604
| -11% | -$68.2K | 0.3% | 20 |
|
|
2018
Q2 | $559K | Buy |
5,368
+304
| +6% | +$31.7K | 0.31% | 20 |
|
|
2018
Q1 | $557K | Buy |
5,064
+2,316
| +84% | +$255K | 0.34% | 17 |
|
|
2017
Q4 | $294K | Buy |
+2,748
| New | +$294K | 0.21% | 22 |
|