Personal Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $144M | Buy |
1,071,509
+83,224
| +8% | +$10.5M | 0.7% | 26 |
|
|
2022
Q3 | $103M | Sell |
988,285
-17,410
| -2% | -$2M | 0.56% | 30 |
|
|
2022
Q2 | $113M | Buy |
1,005,695
+50,062
| +5% | +$6.2M | 0.59% | 31 |
|
|
2022
Q1 | $130M | Buy |
955,633
+36,805
| +4% | +$5.43M | 0.61% | 30 |
|
|
2021
Q4 | $146M | Buy |
918,828
+19,302
| +2% | +$3.17M | 0.67% | 28 |
|
|
2021
Q3 | $147M | Buy |
899,526
+31,027
| +4% | +$4.86M | 0.74% | 26 |
|
|
2021
Q2 | $135M | Buy |
868,499
+34,013
| +4% | +$5.34M | 0.7% | 27 |
|
|
2021
Q1 | $127M | Buy |
834,486
+55,560
| +7% | +$7.99M | 0.74% | 24 |
|
|
2020
Q4 | $99M | Buy |
778,926
+71,981
| +10% | +$8.05M | 0.63% | 27 |
|
|
2020
Q3 | $68.1M | Buy |
706,945
+96,016
| +16% | +$9.43M | 0.51% | 36 |
|
|
2020
Q2 | $57.5M | Buy |
610,929
+37,038
| +6% | +$3.51M | 0.47% | 40 |
|
|
2020
Q1 | $51.8M | Buy |
573,891
+260
| +0% | +$31.6K | 0.51% | 36 |
|
|
2019
Q4 | $80M | Buy |
573,631
+25,090
| +5% | +$3.22M | 0.67% | 26 |
|
|
2019
Q3 | $64.6M | Buy |
548,541
+30,477
| +6% | +$3.45M | 0.62% | 26 |
|
|
2019
Q2 | $57.9M | Buy |
518,064
+41,548
| +9% | +$4.58M | 0.59% | 28 |
|
|
2019
Q1 | $48.2M | Buy |
476,516
+142,779
| +43% | +$14.7M | 0.54% | 34 |
|
|
2018
Q4 | $32.6M | Buy |
333,737
+10,204
| +3% | +$1.09M | 0.44% | 53 |
|
|
2018
Q3 | $36.5M | Buy |
323,533
+18,550
| +6% | +$2.11M | 0.47% | 51 |
|
|
2018
Q2 | $31.8M | Buy |
304,983
+33,347
| +12% | +$3.66M | 0.45% | 55 |
|
|
2018
Q1 | $29.9M | Buy |
271,636
+208,632
| +331% | +$23.6M | 0.47% | 52 |
|
|
2017
Q4 | $6.74M | Buy |
63,004
+657
| +1% | +$66.5K | 0.12% | 121 |
|
|
2017
Q3 | $5.96M | Sell |
62,347
-7,561
| -11% | -$697K | 0.12% | 117 |
|
|
2017
Q2 | $6.39M | Sell |
69,908
-2,231
| -3% | -$193K | 0.14% | 110 |
|
|
2017
Q1 | $6.37M | Buy |
72,139
+2,624
| +4% | +$231K | 0.16% | 100 |
|
|
2016
Q4 | $6M | Buy |
69,515
+9,128
| +15% | +$696K | 0.18% | 99 |
|
|
2016
Q3 | $3.96M | Buy |
60,387
+10,522
| +21% | +$686K | 0.13% | 106 |
|
|
2016
Q2 | $3.1M | Buy |
49,865
+10,153
| +26% | +$634K | 0.12% | 116 |
|
|
2016
Q1 | $2.35M | Buy |
39,712
+7,942
| +25% | +$464K | 0.11% | 113 |
|
|
2015
Q4 | $2.1M | Buy |
31,770
+6,942
| +28% | +$452K | 0.11% | 105 |
|
|
2015
Q3 | $1.51M | Buy |
24,828
+3,093
| +14% | +$203K | 0.1% | 104 |
|
|
2015
Q2 | $1.5M | Buy |
21,735
+4,065
| +23% | +$265K | 0.1% | 100 |
|
|
2015
Q1 | $1.07M | Buy |
17,670
+5,450
| +45% | +$323K | 0.09% | 108 |
|
|
2014
Q4 | $765K | Buy |
12,220
+5,224
| +75% | +$314K | 0.08% | 103 |
|
|
2014
Q3 | $421K | Buy |
+6,996
| New | +$409K | 0.05% | 105 |
|
Other funds holding JPM
