San Francisco Sentry Investment 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
Q2 | $1.82M | Sell |
11,700
-1,515
| -11% | -$236K | 0.95% | 15 |
|
|
2021
Q1 | $2.01M | Buy |
13,215
+345
| +3% | +$52.5K | 0.86% | 18 |
|
|
2020
Q4 | $1.64M | Sell |
12,870
-8,289
| -39% | -$1.05M | 0.77% | 22 |
|
|
2020
Q3 | $2.04M | Sell |
21,159
-3,046
| -13% | -$293K | 1.05% | 18 |
|
|
2020
Q2 | $2.28M | Sell |
24,205
-9,919
| -29% | -$933K | 1.21% | 15 |
|
|
2020
Q1 | $3.07M | Sell |
34,124
-1,228
| -3% | -$111K | 1.95% | 8 |
|
|
2019
Q4 | $4.93M | Sell |
35,352
-8
| -0% | -$1.12K | 2.21% | 7 |
|
|
2019
Q3 | $4.16M | Buy |
35,360
+2,313
| +7% | +$272K | 1.91% | 7 |
|
|
2019
Q2 | $3.69M | Sell |
33,047
-2,048
| -6% | -$229K | 1.7% | 8 |
|
|
2019
Q1 | $3.55M | Buy |
35,095
+1,772
| +5% | +$179K | 1.53% | 9 |
|
|
2018
Q4 | $3.25M | Buy |
33,323
+2,805
| +9% | +$274K | 1.53% | 10 |
|
|
2018
Q3 | $3.44M | Buy |
30,518
+2,681
| +10% | +$302K | 1.29% | 12 |
|
|
2018
Q2 | $2.9M | Sell |
27,837
-8,511
| -23% | -$887K | 1.2% | 11 |
|
|
2018
Q1 | $4M | Buy |
36,348
+1,405
| +4% | +$155K | 1.15% | 12 |
|
|
2017
Q4 | $3.74M | Sell |
34,943
-4,671
| -12% | -$500K | 1.09% | 14 |
|
|
2017
Q3 | $3.78M | Buy |
39,614
+3,199
| +9% | +$305K | 1.27% | 12 |
|
|
2017
Q2 | $3.33M | Buy |
36,415
+3,225
| +10% | +$295K | 1.19% | 13 |
|
|
2017
Q1 | $2.92M | Sell |
33,190
-919
| -3% | -$80.7K | 1.6% | 8 |
|
|
2016
Q4 | $2.94M | Buy |
34,109
+1,502
| +5% | +$130K | 1.7% | 8 |
|
|
2016
Q3 | $2.17M | Sell |
32,607
-168
| -0.5% | -$11.2K | 1.28% | 18 |
|
|
2016
Q2 | $2.04M | Sell |
32,775
-759
| -2% | -$47.2K | 1.25% | 21 |
|
|
2016
Q1 | $1.99M | Buy |
33,534
+91
| +0.3% | +$5.39K | 1.19% | 20 |
|
|
2015
Q4 | $2.21M | Sell |
33,443
-2
| -0% | -$132 | 1.39% | 15 |
|
|
2015
Q3 | $2.04M | Sell |
33,445
-138
| -0.4% | -$8.41K | 1.44% | 12 |
|
|
2015
Q2 | $2.28M | Buy |
33,583
+149
| +0.4% | +$10.1K | 1.36% | 12 |
|
|
2015
Q1 | $2.03M | Sell |
33,434
-174
| -0.5% | -$10.5K | 1.21% | 15 |
|
|
2014
Q4 | $2.1M | Buy |
33,608
+1,854
| +6% | +$116K | 1.22% | 17 |
|
|
2014
Q3 | $1.91M | Sell |
31,754
-2,699
| -8% | -$163K | 0.96% | 19 |
|
|
2014
Q2 | $1.99M | Sell |
34,453
-612
| -2% | -$35.3K | 0.95% | 17 |
|
|
2014
Q1 | $2.13M | Buy |
35,065
+432
| +1% | +$26.2K | 0.68% | 34 |
|
|
2013
Q4 | $2.03M | Sell |
34,633
-1,459
| -4% | -$85.3K | 0.7% | 35 |
|
|
2013
Q3 | $1.87M | Buy |
36,092
+1,591
| +5% | +$82.3K | 0.7% | 38 |
|
|
2013
Q2 | $1.82M | Buy |
+34,501
| New | +$1.82M | 0.66% | 37 |
|