Security National Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.73M | Hold |
43,269
| – | – | 1.56% | 12 |
|
|
2021
Q2 | $6.73M | Sell |
43,269
-1,070
| -2% | -$166K | 1.5% | 13 |
|
|
2021
Q1 | $6.75M | Sell |
44,339
-1,191
| -3% | -$181K | 1.59% | 12 |
|
|
2020
Q4 | $5.79M | Sell |
45,530
-275
| -0.6% | -$34.9K | 1.44% | 14 |
|
|
2020
Q3 | $4.41M | Buy |
45,805
+320
| +0.7% | +$30.8K | 1.24% | 20 |
|
|
2020
Q2 | $4.28M | Buy |
45,485
+164
| +0.4% | +$15.4K | 1.28% | 21 |
|
|
2020
Q1 | $4.08M | Sell |
45,321
-621
| -1% | -$55.9K | 1.49% | 14 |
|
|
2019
Q4 | $6.4M | Sell |
45,942
-580
| -1% | -$80.8K | 1.87% | 8 |
|
|
2019
Q3 | $5.48M | Sell |
46,522
-363
| -0.8% | -$42.7K | 1.72% | 10 |
|
|
2019
Q2 | $5.24M | Sell |
46,885
-814
| -2% | -$91K | 1.65% | 12 |
|
|
2019
Q1 | $4.83M | Buy |
47,699
+2,050
| +4% | +$207K | 1.55% | 16 |
|
|
2018
Q4 | $4.46M | Sell |
45,649
-3,110
| -6% | -$304K | 1.65% | 12 |
|
|
2018
Q3 | $5.5M | Sell |
48,759
-995
| -2% | -$112K | 1.72% | 10 |
|
|
2018
Q2 | $5.19M | Sell |
49,754
-1,633
| -3% | -$170K | 1.72% | 9 |
|
|
2018
Q1 | $5.65M | Sell |
51,387
-3,370
| -6% | -$371K | 1.88% | 8 |
|
|
2017
Q4 | $5.86M | Sell |
54,757
-3,354
| -6% | -$359K | 1.89% | 9 |
|
|
2017
Q3 | $5.55M | Sell |
58,111
-1,309
| -2% | -$125K | 1.83% | 9 |
|
|
2017
Q2 | $5.43M | Sell |
59,420
-5,033
| -8% | -$460K | 1.82% | 9 |
|
|
2017
Q1 | $5.66M | Sell |
64,453
-1,819
| -3% | -$160K | 1.91% | 8 |
|
|
2016
Q4 | $5.72M | Sell |
66,272
-59,024
| -47% | -$5.09M | 2.05% | 6 |
|
|
2016
Q3 | $8.34M | Sell |
125,296
-721
| -0.6% | -$48K | 3.04% | 2 |
|
|
2016
Q2 | $7.83M | Sell |
126,017
-58,933
| -32% | -$3.66M | 2.88% | 3 |
|
|
2016
Q1 | $11M | Buy |
184,950
+115,702
| +167% | +$6.85M | 4.12% | 1 |
|
|
2015
Q4 | $4.57M | Sell |
69,248
-2,600
| -4% | -$172K | 1.79% | 13 |
|
|
2015
Q3 | $4.38M | Sell |
71,848
-1,193
| -2% | -$72.7K | 1.71% | 12 |
|
|
2015
Q2 | $4.95M | Sell |
73,041
-959
| -1% | -$65K | 1.78% | 11 |
|
|
2015
Q1 | $4.48M | Sell |
74,000
-5,141
| -6% | -$311K | 1.59% | 11 |
|
|
2014
Q4 | $4.95M | Buy |
79,141
+11,544
| +17% | +$722K | 1.81% | 9 |
|
|
2014
Q3 | $4.07M | Sell |
67,597
-13,555
| -17% | -$817K | 1.66% | 9 |
|
|
2014
Q2 | $4.68M | Sell |
81,152
-1,253
| -2% | -$72.2K | 1.82% | 8 |
|
|
2014
Q1 | $5M | Buy |
82,405
+1,290
| +2% | +$78.3K | 2.03% | 6 |
|
|
2013
Q4 | $4.74M | Buy |
81,115
+325
| +0.4% | +$19K | 1.96% | 7 |
|
|
2013
Q3 | $4.18M | Sell |
80,790
-214
| -0.3% | -$11.1K | 1.88% | 8 |
|
|
2013
Q2 | $4.28M | Buy |
+81,004
| New | +$4.28M | 2.07% | 5 |
|