Spotlight Asset Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $863K | Buy |
4,268
+291
| +7% | +$58.9K | 0.6% | 31 |
|
|
2024
Q1 | $797K | Buy |
3,977
+944
| +31% | +$189K | 0.57% | 33 |
|
|
2023
Q4 | $440K | Hold |
3,033
| – | – | 0.4% | 37 |
|
|
2023
Q3 | $440K | Buy |
3,033
+295
| +11% | +$42.8K | 0.4% | 37 |
|
|
2023
Q2 | $398K | Buy |
2,738
+501
| +22% | +$72.9K | 0.36% | 42 |
|
|
2023
Q1 | $273K | Buy |
+2,237
| New | +$273K | 0.27% | 61 |
|
|
2022
Q3 | $273K | Buy |
+2,237
| New | +$273K | 0.27% | 61 |
|
|
2021
Q3 | $448K | Sell |
2,739
-1,066
| -28% | -$174K | 0.22% | 72 |
|
|
2021
Q2 | $592K | Sell |
3,805
-537
| -12% | -$83.5K | 0.23% | 64 |
|
|
2021
Q1 | $661K | Sell |
4,342
-622
| -13% | -$94.7K | 0.25% | 67 |
|
|
2020
Q4 | $631K | Sell |
4,964
-14
| -0.3% | -$1.78K | 0.23% | 62 |
|
|
2020
Q3 | $479K | Buy |
4,978
+525
| +12% | +$50.5K | 0.19% | 83 |
|
|
2020
Q2 | $419K | Buy |
4,453
+108
| +2% | +$10.2K | 0.18% | 83 |
|
|
2020
Q1 | $391K | Buy |
4,345
+76
| +2% | +$6.84K | 0.21% | 71 |
|
|
2019
Q4 | $439K | Buy |
+4,269
| New | +$439K | 0.21% | 71 |
|