Strategic Capital Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.52M | Buy |
22,415
+4,403
| +24% | +$496K | 2.08% | 23 |
|
|
2022
Q1 | $2.46M | Sell |
18,012
-764
| -4% | -$104K | 1.87% | 30 |
|
|
2021
Q4 | $2.97M | Buy |
18,776
+1,019
| +6% | +$161K | 2.13% | 21 |
|
|
2021
Q3 | $2.91M | Buy |
17,757
+1,689
| +11% | +$277K | 2.26% | 22 |
|
|
2021
Q2 | $2.5M | Buy |
16,068
+11
| +0.1% | +$1.71K | 2.07% | 23 |
|
|
2021
Q1 | $2.44M | Sell |
16,057
-1,066
| -6% | -$162K | 2.13% | 25 |
|
|
2020
Q4 | $2.18M | Sell |
17,123
-2,471
| -13% | -$314K | 1.85% | 29 |
|
|
2020
Q3 | $1.89M | Sell |
19,594
-92
| -0.5% | -$8.86K | 1.77% | 28 |
|
|
2020
Q2 | $1.85M | Buy |
19,686
+13,116
| +200% | +$1.23M | 1.86% | 28 |
|
|
2020
Q1 | $591K | Buy |
6,570
+3,094
| +89% | +$278K | 0.72% | 36 |
|
|
2019
Q4 | $485K | Buy |
3,476
+16
| +0.5% | +$2.23K | 0.45% | 42 |
|
|
2019
Q3 | $407K | Sell |
3,460
-47
| -1% | -$5.53K | 0.45% | 44 |
|
|
2019
Q2 | $392K | Buy |
3,507
+16
| +0.5% | +$1.79K | 0.41% | 44 |
|
|
2019
Q1 | $353K | Buy |
3,491
+852
| +32% | +$86.2K | 0.38% | 43 |
|
|
2018
Q4 | $257K | Buy |
2,639
+18
| +0.7% | +$1.75K | 0.28% | 47 |
|
|
2018
Q3 | $296K | Hold |
2,621
| – | – | 0.21% | 49 |
|
|
2018
Q2 | $307K | Buy |
2,621
+34
| +1% | +$3.98K | 0.22% | 48 |
|
|
2018
Q1 | $277K | Hold |
2,587
| – | – | 0.27% | 52 |
|
|
2017
Q4 | $277K | Buy |
+2,587
| New | +$277K | 0.27% | 52 |
|