Salem Capital 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 | $2.94M | Buy |
28,153
+100
| +0.4% | +$10.5K | 2.33% | 19 |
|
|
2022
Q2 | $3.16M | Sell |
28,053
-3,127
| -10% | -$352K | 2.3% | 21 |
|
|
2022
Q1 | $4.25M | Buy |
31,180
+100
| +0.3% | +$13.6K | 2.38% | 17 |
|
|
2021
Q4 | $4.92M | Sell |
31,080
-258
| -0.8% | -$40.9K | 2.55% | 13 |
|
|
2021
Q3 | $5.13M | Sell |
31,338
-92
| -0.3% | -$15.1K | 2.81% | 12 |
|
|
2021
Q2 | $4.89M | Buy |
31,430
+300
| +1% | +$46.7K | 2.68% | 13 |
|
|
2021
Q1 | $4.74M | Hold |
31,130
| – | – | 2.82% | 13 |
|
|
2020
Q4 | $3.96M | Buy |
31,130
+800
| +3% | +$102K | 2.51% | 18 |
|
|
2020
Q3 | $2.92M | Sell |
30,330
-2,203
| -7% | -$212K | 2.11% | 20 |
|
|
2020
Q2 | $3.06M | Hold |
32,533
| – | – | 2.19% | 19 |
|
|
2020
Q1 | $2.93M | Sell |
32,533
-1,556
| -5% | -$140K | 2.42% | 17 |
|
|
2019
Q4 | $4.75M | Buy |
34,089
+900
| +3% | +$125K | 2.58% | 16 |
|
|
2019
Q3 | $3.91M | Buy |
33,189
+3,100
| +10% | +$365K | 2.24% | 20 |
|
|
2019
Q2 | $3.36M | Buy |
30,089
+300
| +1% | +$33.5K | 1.87% | 21 |
|
|
2019
Q1 | $3.02M | Buy |
29,789
+5,175
| +21% | +$524K | 1.63% | 23 |
|
|
2018
Q4 | $2.4M | Buy |
24,614
+625
| +3% | +$61K | 1.51% | 23 |
|
|
2018
Q3 | $2.71M | Sell |
23,989
-54
| -0.2% | -$6.09K | 1.45% | 23 |
|
|
2018
Q2 | $2.51M | Buy |
24,043
+250
| +1% | +$26K | 1.34% | 27 |
|
|
2018
Q1 | $2.62M | Sell |
23,793
-1,050
| -4% | -$115K | 1.42% | 26 |
|
|
2017
Q4 | $2.66M | Hold |
24,843
| – | – | 1.35% | 29 |
|
|
2017
Q3 | $2.37M | Buy |
24,843
+450
| +2% | +$43K | 1.22% | 29 |
|
|
2017
Q2 | $2.23M | Buy |
24,393
+2,500
| +11% | +$229K | 1.25% | 28 |
|
|
2017
Q1 | $1.92M | Hold |
21,893
| – | – | 1.07% | 29 |
|
|
2016
Q4 | $1.89M | Buy |
21,893
+3,675
| +20% | +$317K | 1.04% | 31 |
|
|
2016
Q3 | $1.21M | Buy |
18,218
+3,200
| +21% | +$213K | 0.67% | 36 |
|
|
2016
Q2 | $933K | Hold |
15,018
| – | – | 0.54% | 43 |
|
|
2016
Q1 | $889K | Buy |
15,018
+5,900
| +65% | +$349K | 0.5% | 44 |
|
|
2015
Q4 | $602K | Hold |
9,118
| – | – | 0.34% | 48 |
|
|
2015
Q3 | $556K | Sell |
9,118
-300
| -3% | -$18.3K | 0.33% | 50 |
|
|
2015
Q2 | $638K | Sell |
9,418
-50
| -0.5% | -$3.39K | 0.33% | 47 |
|
|
2015
Q1 | $570K | Hold |
9,468
| – | – | 0.29% | 48 |
|
|
2014
Q4 | $593K | Hold |
9,468
| – | – | 0.28% | 50 |
|
|
2014
Q3 | $570K | Hold |
9,468
| – | – | 0.27% | 49 |
|
|
2014
Q2 | $542K | Hold |
9,468
| – | – | 0.24% | 52 |
|
|
2014
Q1 | $575K | Hold |
9,468
| – | – | 0.25% | 52 |
|
|
2013
Q4 | $554K | Hold |
9,468
| – | – | 0.24% | 55 |
|
|
2013
Q3 | $489K | Hold |
9,468
| – | – | 0.22% | 55 |
|
|
2013
Q2 | $500K | Buy |
+9,468
| New | +$500K | 0.24% | 57 |
|