Private Vista’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $441K | Sell |
4,696
-4,910
| -51% | -$461K | 0.21% | 69 |
|
|
2020
Q1 | $863K | Buy |
9,606
+316
| +3% | +$28.4K | 0.33% | 52 |
|
|
2019
Q4 | $1.29M | Sell |
9,290
-2
| -0% | -$278 | 0.35% | 36 |
|
|
2019
Q3 | $1.09M | Sell |
9,292
-47
| -0.5% | -$5.52K | 0.29% | 40 |
|
|
2019
Q2 | $1.05M | Buy |
9,339
+165
| +2% | +$18.5K | 0.26% | 53 |
|
|
2019
Q1 | $932K | Sell |
9,174
-634
| -6% | -$64.4K | 0.23% | 62 |
|
|
2018
Q4 | $957K | Buy |
9,808
+112
| +1% | +$10.9K | 0.22% | 51 |
|
|
2018
Q3 | $1.09M | Buy |
9,696
+181
| +2% | +$20.4K | 0.22% | 54 |
|
|
2018
Q2 | $992K | Sell |
9,515
-57
| -0.6% | -$5.94K | 0.23% | 56 |
|
|
2018
Q1 | $1.05M | Buy |
9,572
+5,633
| +143% | +$620K | 0.31% | 41 |
|
|
2017
Q4 | $421K | Buy |
3,939
+6
| +0.2% | +$641 | 0.13% | 51 |
|
|
2017
Q3 | $376K | Buy |
3,933
+33
| +0.8% | +$3.16K | 0.08% | 81 |
|
|
2017
Q2 | $355K | Buy |
+3,900
| New | +$355K | 0.09% | 62 |
|
|
2016
Q1 | – | Sell |
-3,999
| Closed | -$222K | – | 49 |
|
|
2015
Q4 | $222K | Buy |
+3,999
| New | +$222K | 0.1% | 39 |
|