QS Investors’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 | $22.8M | Buy |
146,796
+2,895
| +2% | +$450K | 0.27% | 54 |
|
|
2021
Q1 | $21.9M | Sell |
143,901
-5,050
| -3% | -$769K | 0.26% | 57 |
|
|
2020
Q4 | $18.9M | Sell |
148,951
-2,324
| -2% | -$295K | 0.23% | 65 |
|
|
2020
Q3 | $14.6M | Buy |
151,275
+12,163
| +9% | +$1.17M | 0.19% | 87 |
|
|
2020
Q2 | $13.1M | Sell |
139,112
-4,975
| -3% | -$468K | 0.18% | 96 |
|
|
2020
Q1 | $13M | Sell |
144,087
-4,869
| -3% | -$438K | 0.21% | 84 |
|
|
2019
Q4 | $21M | Sell |
148,956
-8,974
| -6% | -$1.27M | 0.21% | 70 |
|
|
2019
Q3 | $18.6M | Sell |
157,930
-1,427
| -0.9% | -$168K | 0.2% | 71 |
|
|
2019
Q2 | $17.8M | Sell |
159,357
-16,681
| -9% | -$1.87M | 0.19% | 72 |
|
|
2019
Q1 | $17.8M | Sell |
176,038
-9,270
| -5% | -$938K | 0.2% | 70 |
|
|
2018
Q4 | $18.1M | Sell |
185,308
-198,224
| -52% | -$19.4M | 0.23% | 57 |
|
|
2018
Q3 | $43.3M | Buy |
383,532
+8,589
| +2% | +$969K | 0.42% | 28 |
|
|
2018
Q2 | $39.1M | Sell |
374,943
-46
| -0% | -$4.79K | 0.39% | 31 |
|
|
2018
Q1 | $41.2M | Buy |
374,989
+3,641
| +1% | +$400K | 0.42% | 27 |
|
|
2017
Q4 | $39.7M | Sell |
371,348
-15,678
| -4% | -$1.68M | 0.37% | 31 |
|
|
2017
Q3 | $37M | Sell |
387,026
-32,535
| -8% | -$3.11M | 0.3% | 51 |
|
|
2017
Q2 | $38.3M | Buy |
419,561
+4,841
| +1% | +$442K | 0.33% | 46 |
|
|
2017
Q1 | $36.4M | Sell |
414,720
-225,559
| -35% | -$19.8M | 0.31% | 49 |
|
|
2016
Q4 | $55.3M | Buy |
640,279
+377
| +0.1% | +$32.5K | 0.45% | 33 |
|
|
2016
Q3 | $42.6M | Sell |
639,902
-37,974
| -6% | -$2.53M | 0.33% | 53 |
|
|
2016
Q2 | $42.1M | Sell |
677,876
-13,884
| -2% | -$863K | 0.36% | 46 |
|
|
2016
Q1 | $41M | Buy |
691,760
+2,134
| +0.3% | +$126K | 0.39% | 42 |
|
|
2015
Q4 | $45.5M | Buy |
689,626
+30,392
| +5% | +$2.01M | 0.44% | 36 |
|
|
2015
Q3 | $40.2M | Sell |
659,234
-134,775
| -17% | -$8.22M | 0.42% | 42 |
|
|
2015
Q2 | $53.8M | Buy |
794,009
+108,900
| +16% | +$7.38M | 0.66% | 22 |
|
|
2015
Q1 | $41.5M | Sell |
685,109
-54,528
| -7% | -$3.3M | 0.47% | 33 |
|
|
2014
Q4 | $46.3M | Buy |
739,637
+294,503
| +66% | +$18.4M | 0.53% | 30 |
|
|
2014
Q3 | $26.8M | Buy |
445,134
+345,510
| +347% | +$20.8M | 0.72% | 30 |
|
|
2014
Q2 | $5.74M | Buy |
99,624
+25,921
| +35% | +$1.49M | 0.15% | 150 |
|
|
2014
Q1 | $4.48M | Sell |
73,703
-364,500
| -83% | -$22.1M | 0.13% | 162 |
|
|
2013
Q4 | $25.6M | Sell |
438,203
-119,632
| -21% | -$7M | 0.97% | 22 |
|
|
2013
Q3 | $28.8M | Buy |
557,835
+85,503
| +18% | +$4.42M | 1.25% | 11 |
|
|
2013
Q2 | $25M | Buy |
+472,332
| New | +$25M | 0.88% | 17 |
|