Rikoon Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.42M | Buy |
9,313
+212
| +2% | +$32.3K | 0.38% | 60 |
|
|
2020
Q4 | $1.16M | Sell |
9,101
-697
| -7% | -$88.5K | 0.32% | 69 |
|
|
2020
Q3 | $943K | Sell |
9,798
-305
| -3% | -$29.4K | 0.29% | 78 |
|
|
2020
Q2 | $950K | Sell |
10,103
-11
| -0.1% | -$1.03K | 0.32% | 74 |
|
|
2020
Q1 | $911K | Sell |
10,114
-271
| -3% | -$24.4K | 0.38% | 70 |
|
|
2019
Q4 | $1.45M | Sell |
10,385
-70
| -0.7% | -$9.76K | 0.5% | 47 |
|
|
2019
Q3 | $1.23M | Buy |
10,455
+5
| +0% | +$588 | 0.46% | 55 |
|
|
2019
Q2 | $1.17M | Sell |
10,450
-295
| -3% | -$33K | 0.43% | 60 |
|
|
2019
Q1 | $1.09M | Buy |
10,745
+5,279
| +97% | +$535K | 0.4% | 69 |
|
|
2018
Q4 | $534K | Sell |
5,466
-125
| -2% | -$12.2K | 0.22% | 105 |
|
|
2018
Q3 | $630K | Buy |
5,591
+3
| +0.1% | +$338 | 0.22% | 105 |
|
|
2018
Q2 | $582K | Buy |
5,588
+467
| +9% | +$48.6K | 0.22% | 104 |
|
|
2018
Q1 | $552K | Buy |
5,121
+1,089
| +27% | +$117K | 0.22% | 106 |
|
|
2017
Q4 | $431K | Sell |
4,032
-1,329
| -25% | -$142K | 0.18% | 117 |
|
|
2017
Q3 | $512K | Buy |
5,361
+1,280
| +31% | +$122K | 0.22% | 107 |
|
|
2017
Q2 | $373K | Sell |
4,081
-141
| -3% | -$12.9K | 0.17% | 121 |
|
|
2017
Q1 | $369K | Buy |
4,222
+436
| +12% | +$38.1K | 0.16% | 124 |
|
|
2016
Q4 | $329K | Buy |
3,786
+599
| +19% | +$52.1K | 0.14% | 134 |
|
|
2016
Q3 | $212K | Buy |
+3,187
| New | +$212K | 0.17% | 127 |
|