Professional Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.11M | Sell |
12,889
-3,169
| -20% | -$519K | 1.01% | 20 |
|
|
2021
Q2 | $2.5M | Buy |
16,058
+877
| +6% | +$136K | 1.15% | 19 |
|
|
2021
Q1 | $2.31M | Sell |
15,181
-1,590
| -9% | -$242K | 1.13% | 19 |
|
|
2020
Q4 | $2.13M | Sell |
16,771
-1,109
| -6% | -$141K | 0.86% | 24 |
|
|
2020
Q3 | $1.72M | Buy |
17,880
+150
| +0.8% | +$14.4K | 1.31% | 18 |
|
|
2020
Q2 | $1.67M | Sell |
17,730
-9,842
| -36% | -$926K | 0.89% | 21 |
|
|
2020
Q1 | $2.47M | Sell |
27,572
-2,469
| -8% | -$221K | 2.87% | 11 |
|
|
2019
Q4 | $4.19M | Sell |
30,041
-528
| -2% | -$73.6K | 3.63% | 7 |
|
|
2019
Q3 | $3.6M | Sell |
30,569
-854
| -3% | -$101K | 3.82% | 11 |
|
|
2019
Q2 | $3.51M | Sell |
31,423
-1,045
| -3% | -$117K | 4.15% | 8 |
|
|
2019
Q1 | $3.29M | Buy |
32,468
+397
| +1% | +$40.2K | 4.02% | 9 |
|
|
2018
Q4 | $3.13M | Buy |
32,071
+144
| +0.5% | +$14.1K | 4.27% | 9 |
|
|
2018
Q3 | $3.6M | Buy |
31,927
+2,120
| +7% | +$239K | 5.04% | 9 |
|
|
2018
Q2 | $3.11M | Buy |
29,807
+4,432
| +17% | +$462K | 4.9% | 8 |
|
|
2018
Q1 | $2.79M | Buy |
25,375
+1,871
| +8% | +$206K | 4.75% | 8 |
|
|
2017
Q4 | $2.51M | Buy |
+23,504
| New | +$2.51M | 4.59% | 9 |
|