PPSG
Princeton Portfolio Strategies Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $9.2M | Sell |
59,167
-9,435
| -14% | -$1.47M | 1.78% | 16 |
|
|
2021
Q1 | $10.4M | Sell |
68,602
-10,182
| -13% | -$1.55M | 2.02% | 14 |
|
|
2020
Q4 | $10M | Buy |
78,784
+11,385
| +17% | +$1.45M | 1.98% | 15 |
|
|
2020
Q3 | $6.49M | Sell |
67,399
-1,036
| -2% | -$99.7K | 1.42% | 25 |
|
|
2020
Q2 | $6.44M | Buy |
68,435
+903
| +1% | +$84.9K | 1.54% | 22 |
|
|
2020
Q1 | $6.08M | Buy |
67,532
+167
| +0.2% | +$15K | 1.76% | 20 |
|
|
2019
Q4 | $9.39M | Sell |
67,365
-105
| -0.2% | -$14.6K | 2.21% | 11 |
|
|
2019
Q3 | $7.94M | Sell |
67,470
-430
| -0.6% | -$50.6K | 1.99% | 17 |
|
|
2019
Q2 | $7.59M | Buy |
67,900
+4,595
| +7% | +$514K | 1.93% | 16 |
|
|
2019
Q1 | $6.41M | Buy |
63,305
+1,998
| +3% | +$202K | 1.71% | 19 |
|
|
2018
Q4 | $5.99M | Sell |
61,307
-12,569
| -17% | -$1.23M | 1.87% | 16 |
|
|
2018
Q3 | $8.34M | Buy |
73,876
+27,163
| +58% | +$3.07M | 2.17% | 12 |
|
|
2018
Q2 | $4.87M | Sell |
46,713
-2,819
| -6% | -$294K | 1.41% | 21 |
|
|
2018
Q1 | $5.45M | Sell |
49,532
-45,403
| -48% | -$4.99M | 1.55% | 16 |
|
|
2017
Q4 | $7M | Buy |
94,935
+47,785
| +101% | +$3.52M | 1.91% | 13 |
|
|
2017
Q3 | $4.5M | Buy |
47,150
+2,846
| +6% | +$272K | 1.22% | 27 |
|
|
2017
Q2 | $4.05M | Buy |
44,304
+175
| +0.4% | +$16K | 1.16% | 31 |
|
|
2017
Q1 | $3.88M | Sell |
44,129
-74
| -0.2% | -$6.5K | 1.15% | 28 |
|
|
2016
Q4 | $3.81M | Buy |
44,203
+50
| +0.1% | +$4.31K | 1.2% | 28 |
|
|
2016
Q3 | $2.94M | Sell |
44,153
-473
| -1% | -$31.5K | 0.92% | 38 |
|
|
2016
Q2 | $2.77M | Buy |
44,626
+1,178
| +3% | +$73.2K | 0.9% | 42 |
|
|
2016
Q1 | $2.57M | Sell |
43,448
-7,187
| -14% | -$426K | 0.87% | 40 |
|
|
2015
Q4 | $3.34M | Buy |
50,635
+5,437
| +12% | +$359K | 1.19% | 32 |
|
|
2015
Q3 | $2.76M | Buy |
45,198
+4,302
| +11% | +$262K | 1.12% | 31 |
|
|
2015
Q2 | $2.77M | Buy |
40,896
+5,687
| +16% | +$385K | 0.98% | 39 |
|
|
2015
Q1 | $2.13M | Sell |
35,209
-5,150
| -13% | -$312K | 0.82% | 49 |
|
|
2014
Q4 | $2.53M | Sell |
40,359
-430
| -1% | -$26.9K | 1% | 40 |
|
|
2014
Q3 | $2.46M | Sell |
40,789
-498
| -1% | -$30K | 1.03% | 37 |
|
|
2014
Q2 | $2.38M | Buy |
41,287
+6,882
| +20% | +$397K | 1.02% | 35 |
|
|
2014
Q1 | $2.09M | Sell |
34,405
-4,593
| -12% | -$279K | 1.38% | 21 |
|
|
2013
Q4 | $2.28M | Sell |
38,998
-5,600
| -13% | -$328K | 1.53% | 18 |
|
|
2013
Q3 | $2.31M | Buy |
44,598
+26,223
| +143% | +$1.36M | 1.7% | 17 |
|
|
2013
Q2 | $970K | Buy |
+18,375
| New | +$970K | 0.79% | 50 |
|