PHAM
Palisades Hudson Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,821
| Closed | -$248K | – | 107 |
|
|
2022
Q1 | $248K | Sell |
1,821
-975
| -35% | -$133K | 0.12% | 100 |
|
|
2021
Q4 | $442K | Buy |
2,796
+52
| +2% | +$8.22K | 0.19% | 66 |
|
|
2021
Q3 | $449K | Buy |
2,744
+867
| +46% | +$142K | 0.21% | 58 |
|
|
2021
Q2 | $292K | Hold |
1,877
| – | – | 0.13% | 89 |
|
|
2021
Q1 | $286K | Buy |
1,877
+166
| +10% | +$25.3K | 0.14% | 83 |
|
|
2020
Q4 | $217K | Buy |
+1,711
| New | +$217K | 0.11% | 99 |
|
|
2020
Q1 | – | Sell |
-2,144
| Closed | -$299K | – | 97 |
|
|
2019
Q4 | $299K | Buy |
2,144
+69
| +3% | +$9.62K | 0.19% | 76 |
|
|
2019
Q3 | $244K | Hold |
2,075
| – | – | 0.17% | 82 |
|
|
2019
Q2 | $232K | Hold |
2,075
| – | – | 0.16% | 85 |
|
|
2019
Q1 | $210K | Sell |
2,075
-1,711
| -45% | -$173K | 0.14% | 94 |
|
|
2018
Q4 | $370K | Hold |
3,786
| – | – | 0.22% | 61 |
|
|
2018
Q3 | $427K | Sell |
3,786
-246
| -6% | -$27.7K | 0.22% | 54 |
|
|
2018
Q2 | $420K | Buy |
4,032
+278
| +7% | +$29K | 0.23% | 55 |
|
|
2018
Q1 | $413K | Hold |
3,754
| – | – | 0.23% | 54 |
|
|
2017
Q4 | $401K | Sell |
3,754
-653
| -15% | -$69.8K | 0.22% | 60 |
|
|
2017
Q3 | $421K | Buy |
4,407
+74
| +2% | +$7.07K | 0.24% | 51 |
|
|
2017
Q2 | $396K | Hold |
4,333
| – | – | 0.23% | 54 |
|
|
2017
Q1 | $381K | Sell |
4,333
-1,213
| -22% | -$107K | 0.24% | 49 |
|
|
2016
Q4 | $479K | Buy |
5,546
+401
| +8% | +$34.6K | 0.29% | 34 |
|
|
2016
Q3 | $343K | Hold |
5,145
| – | – | 0.26% | 50 |
|
|
2016
Q2 | $320K | Sell |
5,145
-250
| -5% | -$15.5K | 0.26% | 57 |
|
|
2016
Q1 | $319K | Buy |
5,395
+2,221
| +70% | +$131K | 0.25% | 61 |
|
|
2015
Q4 | $210K | Buy |
+3,174
| New | +$210K | 0.18% | 92 |
|
|
2015
Q3 | – | Sell |
-4,994
| Closed | -$338K | – | 89 |
|
|
2015
Q2 | $338K | Buy |
4,994
+1,675
| +50% | +$113K | 0.29% | 50 |
|
|
2015
Q1 | $201K | Hold |
3,319
| – | – | 0.16% | 90 |
|
|
2014
Q4 | $208K | Buy |
+3,319
| New | +$208K | 0.16% | 83 |
|