Spearhead Capital Advisors’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 | $877K | Sell |
8,394
-58,160
| -87% | -$6.08M | 0.95% | 39 |
|
|
2022
Q2 | $7.5M | Buy |
66,554
+2,193
| +3% | +$247K | 1.12% | 47 |
|
|
2022
Q1 | $8.77M | Buy |
64,361
+3,053
| +5% | +$416K | 1.09% | 45 |
|
|
2021
Q4 | $9.71M | Buy |
61,308
+1,229
| +2% | +$195K | 1.17% | 41 |
|
|
2021
Q3 | $9.83M | Buy |
60,079
+2,878
| +5% | +$471K | 1.31% | 24 |
|
|
2021
Q2 | $8.9M | Buy |
57,201
+457
| +0.8% | +$71.1K | 1.21% | 37 |
|
|
2021
Q1 | $8.64M | Sell |
56,744
-735
| -1% | -$112K | 1.28% | 31 |
|
|
2020
Q4 | $7.3M | Buy |
57,479
+5,244
| +10% | +$666K | 1.16% | 31 |
|
|
2020
Q3 | $5.03M | Buy |
52,235
+1,325
| +3% | +$128K | 0.96% | 51 |
|
|
2020
Q2 | $4.79M | Buy |
50,910
+3,302
| +7% | +$311K | 1.02% | 53 |
|
|
2020
Q1 | $4.29M | Buy |
47,608
+8,400
| +21% | +$756K | 1.24% | 42 |
|
|
2019
Q4 | $5.47M | Buy |
39,208
+1,163
| +3% | +$162K | 1.36% | 20 |
|
|
2019
Q3 | $4.48M | Buy |
38,045
+857
| +2% | +$101K | 1.25% | 37 |
|
|
2019
Q2 | $4.16M | Buy |
37,188
+2,617
| +8% | +$293K | 1.22% | 45 |
|
|
2019
Q1 | $3.5M | Buy |
34,571
+5,666
| +20% | +$574K | 1.06% | 51 |
|
|
2018
Q4 | $2.82M | Sell |
28,905
-1,195
| -4% | -$117K | 1.21% | 42 |
|
|
2018
Q3 | $3.47M | Buy |
30,100
+143
| +0.5% | +$16.5K | 1.16% | 40 |
|
|
2018
Q2 | $3.12M | Buy |
29,957
+275
| +0.9% | +$28.7K | 1.12% | 42 |
|
|
2018
Q1 | $3.26M | Buy |
29,682
+4,180
| +16% | +$460K | 1.27% | 18 |
|
|
2017
Q4 | $2.73M | Buy |
+25,502
| New | +$2.73M | 1.33% | 19 |
|