Stearns Financial Services Group’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.04M	Sell	10,833 -104	-1%	-$10.2K	0.16%	59
2020 Q2	$1.03M	Sell	10,937 -1,982	-15%	-$188K	0.16%	55
2020 Q1	$1.16M	Buy	12,919 +882	+7%	+$107K	0.21%	47
2019 Q4	$1.68M	Sell	12,037 -251	-2%	-$32.2K	0.28%	37
2019 Q3	$1.45M	Buy	12,288 +628	+5%	+$71K	0.26%	44
2019 Q2	$1.3M	Sell	11,660 -2,001	-15%	-$221K	0.24%	47
2019 Q1	$1.38M	Sell	13,661 -474	-3%	-$48.8K	0.26%	46
2018 Q4	$1.38M	Sell	14,135 -617	-4%	-$65.7K	0.28%	46
2018 Q3	$1.67M	Buy	14,752 +258	+2%	+$29.3K	0.37%	37
2018 Q2	$1.51M	Sell	14,494 -18	-0.1%	-$1.98K	0.38%	35
2018 Q1	$1.6M	Sell	14,512 -280	-2%	-$31.7K	0.39%	33
2017 Q4	$1.58M	Sell	14,792 -1,059	-7%	-$107K	0.38%	36
2017 Q3	$1.51M	Sell	15,851 -196	-1%	-$18.1K	0.38%	37
2017 Q2	$1.47M	Buy	16,047 +657	+4%	+$56.7K	0.35%	44
2017 Q1	$1.35M	Sell	15,390 -2,361	-13%	-$208K	0.33%	45
2016 Q4	$1.53M	Buy	17,751 +1,641	+10%	+$125K	0.4%	42
2016 Q3	$1.07M	Buy	16,110 +598	+4%	+$39K	0.29%	53
2016 Q2	$964K	Sell	15,512 -3	-0%	-$187	0.28%	55
2016 Q1	$919K	Buy	15,515 +1,744	+13%	+$102K	0.27%	56
2015 Q4	$909K	Sell	13,771 -718	-5%	-$46.8K	0.27%	56
2015 Q3	$883K	Buy	14,489 +449	+3%	+$29.4K	0.29%	54
2015 Q2	$951K	Buy	14,040 +1,344	+11%	+$87.7K	0.29%	54
2015 Q1	$769K	Buy	12,696 +408	+3%	+$24.2K	0.24%	63
2014 Q4	$769K	Buy	12,288 +506	+4%	+$30.4K	0.25%	64
2014 Q3	$710K	Buy	11,782 +842	+8%	+$49.2K	0.25%	62
2014 Q2	$630K	Sell	10,940 -1,428	-12%	-$80.3K	0.23%	68
2014 Q1	$751K	Buy	12,368 +30	+0.2%	+$1.73K	0.29%	58
2013 Q4	$722K	Buy	12,338 +95	+0.8%	+$5.21K	0.28%	60
2013 Q3	$633K	Sell	12,243 -483	-4%	-$25.9K	0.28%	58
2013 Q2	$672K	Buy	+12,726	New	+$647K	0.3%	59