Pinnacle Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $479K | Buy |
+3,147
| New | +$479K | 0.02% | 169 |
|
|
2020
Q1 | – | Sell |
-1,592
| Closed | -$222K | – | 161 |
|
|
2019
Q4 | $222K | Sell |
1,592
-737
| -32% | -$103K | 0.01% | 158 |
|
|
2019
Q3 | $274K | Sell |
2,329
-683
| -23% | -$80.4K | 0.02% | 145 |
|
|
2019
Q2 | $337K | Buy |
3,012
+35
| +1% | +$3.92K | 0.02% | 132 |
|
|
2019
Q1 | $301K | Buy |
2,977
+380
| +15% | +$38.4K | 0.02% | 132 |
|
|
2018
Q4 | $253K | Buy |
2,597
+129
| +5% | +$12.6K | 0.02% | 134 |
|
|
2018
Q3 | $278K | Buy |
2,468
+162
| +7% | +$18.2K | 0.02% | 135 |
|
|
2018
Q2 | $240K | Sell |
2,306
-926
| -29% | -$96.4K | 0.01% | 128 |
|
|
2018
Q1 | $355K | Sell |
3,232
-2,491
| -44% | -$274K | 0.02% | 146 |
|
|
2017
Q4 | $612K | Buy |
5,723
+1,999
| +54% | +$214K | 0.04% | 119 |
|
|
2017
Q3 | $356K | Buy |
3,724
+103
| +3% | +$9.85K | 0.02% | 147 |
|
|
2017
Q2 | $331K | Sell |
3,621
-253
| -7% | -$23.1K | 0.02% | 147 |
|
|
2017
Q1 | $340K | Sell |
3,874
-1,763
| -31% | -$155K | 0.02% | 142 |
|
|
2016
Q4 | $486K | Buy |
5,637
+337
| +6% | +$29.1K | 0.03% | 109 |
|
|
2016
Q3 | $361K | Buy |
5,300
+150
| +3% | +$10.2K | 0.03% | 84 |
|
|
2016
Q2 | $320K | Buy |
5,150
+160
| +3% | +$9.94K | 0.02% | 99 |
|
|
2016
Q1 | $295K | Buy |
+4,990
| New | +$295K | 0.03% | 85 |
|