Pratt Collard Advisory Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.04M | Sell |
6,683
-17
| -0.3% | -$2.64K | 0.69% | 46 |
|
|
2021
Q1 | $1.02M | Hold |
6,700
| – | – | 0.73% | 43 |
|
|
2020
Q4 | $851K | Sell |
6,700
-90
| -1% | -$11.4K | 0.62% | 45 |
|
|
2020
Q3 | $654K | Sell |
6,790
-100
| -1% | -$9.63K | 0.54% | 51 |
|
|
2020
Q2 | $648K | Hold |
6,890
| – | – | 0.58% | 53 |
|
|
2020
Q1 | $620K | Buy |
6,890
+50
| +0.7% | +$4.5K | 0.62% | 52 |
|
|
2019
Q4 | $953K | Buy |
6,840
+100
| +1% | +$13.9K | 0.73% | 44 |
|
|
2019
Q3 | $793K | Hold |
6,740
| – | – | 0.62% | 45 |
|
|
2019
Q2 | $754K | Buy |
6,740
+37
| +0.6% | +$4.14K | 0.59% | 48 |
|
|
2019
Q1 | $679K | Hold |
6,703
| – | – | 0.54% | 53 |
|
|
2018
Q4 | $654K | Hold |
6,703
| – | – | 0.59% | 54 |
|
|
2018
Q3 | $756K | Hold |
6,703
| – | – | 0.6% | 55 |
|
|
2018
Q2 | $698K | Buy |
6,703
+23
| +0.3% | +$2.4K | 0.6% | 55 |
|
|
2018
Q1 | $735K | Hold |
6,680
| – | – | 0.64% | 48 |
|
|
2017
Q4 | $714K | Buy |
+6,680
| New | +$714K | 0.59% | 54 |
|