Sadoff Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $447K | Sell |
4,276
-129
| -3% | -$13.5K | 0.03% | 58 |
|
|
2022
Q2 | $496K | Sell |
4,405
-314
| -7% | -$35.4K | 0.04% | 56 |
|
|
2022
Q1 | $644K | Sell |
4,719
-830
| -15% | -$113K | 0.04% | 56 |
|
|
2021
Q4 | $879K | Buy |
5,549
+323
| +6% | +$51.2K | 0.05% | 53 |
|
|
2021
Q3 | $855K | Buy |
5,226
+148
| +3% | +$24.2K | 0.06% | 51 |
|
|
2021
Q2 | $790K | Hold |
5,078
| – | – | 0.05% | 50 |
|
|
2021
Q1 | $773K | Hold |
5,078
| – | – | 0.05% | 53 |
|
|
2020
Q4 | $645K | Sell |
5,078
-725
| -12% | -$92.1K | 0.05% | 55 |
|
|
2020
Q3 | $559K | Sell |
5,803
-485
| -8% | -$46.7K | 0.05% | 59 |
|
|
2020
Q2 | $591K | Sell |
6,288
-150
| -2% | -$14.1K | 0.05% | 55 |
|
|
2020
Q1 | $580K | Buy |
6,438
+275
| +4% | +$24.8K | 0.07% | 51 |
|
|
2019
Q4 | $859K | Buy |
6,163
+50
| +0.8% | +$6.97K | 0.07% | 47 |
|
|
2019
Q3 | $719K | Buy |
6,113
+735
| +14% | +$86.4K | 0.06% | 48 |
|
|
2019
Q2 | $601K | Hold |
5,378
| – | – | 0.05% | 51 |
|
|
2019
Q1 | $544K | Buy |
5,378
+298
| +6% | +$30.1K | 0.05% | 52 |
|
|
2018
Q4 | $496K | Buy |
5,080
+200
| +4% | +$19.5K | 0.05% | 55 |
|
|
2018
Q3 | $551K | Sell |
4,880
-61
| -1% | -$6.89K | 0.05% | 54 |
|
|
2018
Q2 | $515K | Sell |
4,941
-200
| -4% | -$20.8K | 0.04% | 57 |
|
|
2018
Q1 | $565K | Hold |
5,141
| – | – | 0.05% | 55 |
|
|
2017
Q4 | $550K | Sell |
5,141
-252
| -5% | -$27K | 0.04% | 55 |
|
|
2017
Q3 | $515K | Buy |
5,393
+1,350
| +33% | +$129K | 0.05% | 56 |
|
|
2017
Q2 | $370K | Buy |
4,043
+118
| +3% | +$10.8K | 0.04% | 55 |
|
|
2017
Q1 | $345K | Sell |
3,925
-35
| -0.9% | -$3.08K | 0.03% | 58 |
|
|
2016
Q4 | $342K | Sell |
3,960
-350
| -8% | -$30.2K | 0.04% | 59 |
|
|
2016
Q3 | $287K | Sell |
4,310
-364
| -8% | -$24.2K | 0.03% | 59 |
|
|
2016
Q2 | $290K | Hold |
4,674
| – | – | 0.03% | 58 |
|
|
2016
Q1 | $277K | Buy |
4,674
+153
| +3% | +$9.07K | 0.03% | 66 |
|
|
2015
Q4 | $299K | Buy |
+4,521
| New | +$299K | 0.03% | 62 |
|