Stearns Financial Services Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.04M | Sell |
10,833
-104
| -1% | -$10K | 0.16% | 59 |
|
|
2020
Q2 | $1.03M | Sell |
10,937
-1,982
| -15% | -$186K | 0.16% | 55 |
|
|
2020
Q1 | $1.16M | Buy |
12,919
+882
| +7% | +$79.4K | 0.21% | 47 |
|
|
2019
Q4 | $1.68M | Sell |
12,037
-251
| -2% | -$35K | 0.28% | 37 |
|
|
2019
Q3 | $1.45M | Buy |
12,288
+628
| +5% | +$73.9K | 0.26% | 44 |
|
|
2019
Q2 | $1.3M | Sell |
11,660
-2,001
| -15% | -$224K | 0.24% | 47 |
|
|
2019
Q1 | $1.38M | Sell |
13,661
-474
| -3% | -$48K | 0.26% | 46 |
|
|
2018
Q4 | $1.38M | Sell |
14,135
-617
| -4% | -$60.2K | 0.28% | 46 |
|
|
2018
Q3 | $1.67M | Buy |
14,752
+258
| +2% | +$29.1K | 0.37% | 37 |
|
|
2018
Q2 | $1.51M | Sell |
14,494
-18
| -0.1% | -$1.88K | 0.38% | 35 |
|
|
2018
Q1 | $1.6M | Sell |
14,512
-280
| -2% | -$30.8K | 0.39% | 33 |
|
|
2017
Q4 | $1.58M | Sell |
14,792
-1,059
| -7% | -$113K | 0.38% | 36 |
|
|
2017
Q3 | $1.51M | Sell |
15,851
-196
| -1% | -$18.7K | 0.38% | 37 |
|
|
2017
Q2 | $1.47M | Buy |
16,047
+657
| +4% | +$60.1K | 0.35% | 44 |
|
|
2017
Q1 | $1.35M | Sell |
15,390
-2,361
| -13% | -$207K | 0.33% | 45 |
|
|
2016
Q4 | $1.53M | Buy |
17,751
+1,641
| +10% | +$142K | 0.4% | 42 |
|
|
2016
Q3 | $1.07M | Buy |
16,110
+598
| +4% | +$39.8K | 0.29% | 53 |
|
|
2016
Q2 | $964K | Sell |
15,512
-3
| -0% | -$186 | 0.28% | 55 |
|
|
2016
Q1 | $919K | Buy |
15,515
+1,744
| +13% | +$103K | 0.27% | 56 |
|
|
2015
Q4 | $909K | Sell |
13,771
-718
| -5% | -$47.4K | 0.27% | 56 |
|
|
2015
Q3 | $883K | Buy |
14,489
+449
| +3% | +$27.4K | 0.29% | 54 |
|
|
2015
Q2 | $951K | Buy |
14,040
+1,344
| +11% | +$91K | 0.29% | 54 |
|
|
2015
Q1 | $769K | Buy |
12,696
+408
| +3% | +$24.7K | 0.24% | 63 |
|
|
2014
Q4 | $769K | Buy |
12,288
+506
| +4% | +$31.7K | 0.25% | 64 |
|
|
2014
Q3 | $710K | Buy |
11,782
+842
| +8% | +$50.7K | 0.25% | 62 |
|
|
2014
Q2 | $630K | Sell |
10,940
-1,428
| -12% | -$82.2K | 0.23% | 68 |
|
|
2014
Q1 | $751K | Buy |
12,368
+30
| +0.2% | +$1.82K | 0.29% | 58 |
|
|
2013
Q4 | $722K | Buy |
12,338
+95
| +0.8% | +$5.56K | 0.28% | 60 |
|
|
2013
Q3 | $633K | Sell |
12,243
-483
| -4% | -$25K | 0.28% | 58 |
|
|
2013
Q2 | $672K | Buy |
+12,726
| New | +$672K | 0.3% | 59 |
|