Resource Planning Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $324K | Hold |
1,902
| – | – | 0.21% | 57 |
|
|
2023
Q3 | $276K | Sell |
1,902
-393
| -17% | -$57K | 0.23% | 46 |
|
|
2023
Q2 | $334K | Buy |
2,295
+50
| +2% | +$7.27K | 0.27% | 45 |
|
|
2023
Q1 | $293K | Sell |
2,245
-808
| -26% | -$105K | 0.24% | 48 |
|
|
2022
Q4 | $409K | Hold |
3,053
| – | – | 0.33% | 46 |
|
|
2022
Q3 | $319K | Hold |
3,053
| – | – | 0.28% | 52 |
|
|
2022
Q2 | $344K | Sell |
3,053
-203
| -6% | -$22.9K | 0.29% | 50 |
|
|
2022
Q1 | $444K | Buy |
3,256
+1
| +0% | +$136 | 0.32% | 46 |
|
|
2021
Q4 | $515K | Sell |
3,255
-3,279
| -50% | -$519K | 0.35% | 42 |
|
|
2021
Q3 | $1.07M | Sell |
6,534
-116
| -2% | -$19K | 0.67% | 30 |
|
|
2021
Q2 | $1.03M | Buy |
6,650
+1,058
| +19% | +$165K | 0.6% | 32 |
|
|
2021
Q1 | $851K | Buy |
5,592
+1
| +0% | +$152 | 0.56% | 32 |
|
|
2020
Q4 | $710K | Sell |
5,591
-369
| -6% | -$46.9K | 0.5% | 36 |
|
|
2020
Q3 | $574K | Buy |
5,960
+250
| +4% | +$24.1K | 0.44% | 37 |
|
|
2020
Q2 | $537K | Buy |
5,710
+1
| +0% | +$94 | 0.4% | 36 |
|
|
2020
Q1 | $514K | Buy |
5,709
+24
| +0.4% | +$2.16K | 0.45% | 29 |
|
|
2019
Q4 | $793K | Buy |
5,685
+34
| +0.6% | +$4.74K | 0.45% | 27 |
|
|
2019
Q3 | $665K | Buy |
5,651
+6
| +0.1% | +$706 | 0.39% | 29 |
|
|
2019
Q2 | $631K | Buy |
5,645
+1,000
| +22% | +$112K | 0.37% | 31 |
|
|
2019
Q1 | $470K | Buy |
4,645
+1
| +0% | +$101 | 0.31% | 29 |
|
|
2018
Q4 | $453K | Hold |
4,644
| – | – | 0.34% | 29 |
|
|
2018
Q3 | $524K | Buy |
+4,644
| New | +$524K | 0.41% | 22 |
|