SS
Simplicity Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16.4M | Buy |
96,146
+2,537
| +3% | +$432K | 0.45% | 39 |
|
|
2023
Q3 | $13.6M | Sell |
93,609
-8,683
| -8% | -$1.26M | 0.44% | 41 |
|
|
2023
Q2 | $14.9M | Buy |
102,292
+3,288
| +3% | +$478K | 0.41% | 45 |
|
|
2023
Q1 | $12.9M | Buy |
99,004
+61,797
| +166% | +$8.05M | 0.34% | 52 |
|
|
2022
Q4 | $4.99M | Buy |
37,207
+3,513
| +10% | +$471K | 0.68% | 18 |
|
|
2022
Q3 | $3.52M | Buy |
33,694
+4,158
| +14% | +$435K | 0.51% | 38 |
|
|
2022
Q2 | $3.33M | Buy |
29,536
+7,450
| +34% | +$839K | 0.43% | 52 |
|
|
2022
Q1 | $3.01M | Sell |
22,086
-27,810
| -56% | -$3.79M | 0.37% | 59 |
|
|
2021
Q4 | $7.9M | Buy |
49,896
+24,462
| +96% | +$3.87M | 0.88% | 15 |
|
|
2021
Q3 | $4.16M | Buy |
25,434
+6,580
| +35% | +$1.08M | 0.64% | 27 |
|
|
2021
Q2 | $2.93M | Buy |
18,854
+2,484
| +15% | +$386K | 0.58% | 28 |
|
|
2021
Q1 | $2.49M | Sell |
16,370
-88,853
| -84% | -$13.5M | 0.55% | 34 |
|
|
2020
Q4 | $13.4M | Buy |
105,223
+4,741
| +5% | +$602K | 0.2% | 109 |
|
|
2020
Q3 | $9.67M | Buy |
100,482
+12,551
| +14% | +$1.21M | 0.18% | 115 |
|
|
2020
Q2 | $8.27M | Buy |
87,931
+26,576
| +43% | +$2.5M | 0.16% | 125 |
|
|
2020
Q1 | $5.52M | Buy |
61,355
+10,279
| +20% | +$925K | 0.17% | 108 |
|
|
2019
Q4 | $7.12M | Buy |
51,076
+6,296
| +14% | +$878K | 0.22% | 80 |
|
|
2019
Q3 | $5.27M | Buy |
44,780
+11,065
| +33% | +$1.3M | 0.21% | 78 |
|
|
2019
Q2 | $3.77M | Sell |
33,715
-26,877
| -44% | -$3M | 0.16% | 102 |
|
|
2019
Q1 | $6.12M | Buy |
60,592
+8,743
| +17% | +$884K | 0.37% | 59 |
|
|
2018
Q4 | $5.06M | Buy |
51,849
+36,152
| +230% | +$3.53M | 0.65% | 31 |
|
|
2018
Q3 | $1.77M | Buy |
15,697
+2,415
| +18% | +$272K | 0.1% | 115 |
|
|
2018
Q2 | $1.38M | Buy |
13,282
+9,579
| +259% | +$998K | 0.1% | 117 |
|
|
2018
Q1 | $407K | Sell |
3,703
-2,792
| -43% | -$307K | 0.04% | 232 |
|
|
2017
Q4 | $695K | Buy |
6,495
+3,595
| +124% | +$385K | 0.07% | 173 |
|
|
2017
Q3 | $277K | Sell |
2,900
-2,360
| -45% | -$225K | 0.19% | 162 |
|
|
2017
Q2 | $481K | Buy |
5,260
+885
| +20% | +$80.9K | 0.06% | 248 |
|
|
2017
Q1 | $384K | Buy |
4,375
+513
| +13% | +$45K | 0.06% | 263 |
|
|
2016
Q4 | $333K | Buy |
3,862
+138
| +4% | +$11.9K | 0.08% | 248 |
|
|
2016
Q3 | $248K | Sell |
3,724
-206
| -5% | -$13.7K | 0.12% | 211 |
|
|
2016
Q2 | $244K | Buy |
3,930
+286
| +8% | +$17.8K | 0.13% | 192 |
|
|
2016
Q1 | $216K | Sell |
3,644
-33,682
| -90% | -$2M | 0.13% | 190 |
|
|
2015
Q4 | $2.47M | Buy |
37,326
+33,672
| +922% | +$2.22M | 0.29% | 89 |
|
|
2015
Q3 | $223K | Sell |
3,654
-2,149
| -37% | -$131K | 0.24% | 116 |
|
|
2015
Q2 | $393K | Buy |
+5,803
| New | +$393K | 0.37% | 65 |
|