StrategIQ Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.36M | Sell |
19,758
-5,889
| -23% | -$1M | 0.38% | 62 |
|
|
2023
Q3 | $3.72M | Sell |
25,647
-2,789
| -10% | -$404K | 0.43% | 55 |
|
|
2023
Q2 | $4.14M | Buy |
28,436
+363
| +1% | +$52.8K | 0.47% | 51 |
|
|
2023
Q1 | $3.66M | Buy |
28,073
+117
| +0.4% | +$15.2K | 0.42% | 58 |
|
|
2022
Q4 | $3.75M | Sell |
27,956
-57
| -0.2% | -$7.64K | 0.43% | 56 |
|
|
2022
Q3 | $2.93M | Buy |
28,013
+204
| +0.7% | +$21.3K | 0.37% | 60 |
|
|
2022
Q2 | $3.13M | Buy |
27,809
+2,124
| +8% | +$239K | 0.38% | 60 |
|
|
2022
Q1 | $3.5M | Buy |
25,685
+331
| +1% | +$45.1K | 0.38% | 65 |
|
|
2021
Q4 | $4.02M | Buy |
25,354
+8,394
| +49% | +$1.33M | 0.4% | 56 |
|
|
2021
Q3 | $2.78M | Sell |
16,960
-58
| -0.3% | -$9.49K | 0.55% | 46 |
|
|
2021
Q2 | $2.65M | Sell |
17,018
-240
| -1% | -$37.3K | 0.52% | 50 |
|
|
2021
Q1 | $2.63M | Sell |
17,258
-2,618
| -13% | -$399K | 0.55% | 48 |
|
|
2020
Q4 | $2.53M | Sell |
19,876
-1,885
| -9% | -$240K | 0.57% | 47 |
|
|
2020
Q3 | $2.1M | Buy |
21,761
+631
| +3% | +$60.7K | 0.53% | 48 |
|
|
2020
Q2 | $1.99M | Sell |
21,130
-991
| -4% | -$93.2K | 0.54% | 46 |
|
|
2020
Q1 | $1.99M | Buy |
22,121
+477
| +2% | +$43K | 0.62% | 45 |
|
|
2019
Q4 | $3.02M | Buy |
21,644
+14,744
| +214% | +$2.06M | 0.78% | 37 |
|
|
2019
Q3 | $812K | Buy |
6,900
+100
| +1% | +$11.8K | 0.23% | 100 |
|
|
2019
Q2 | $760K | Buy |
6,800
+786
| +13% | +$87.8K | 0.22% | 105 |
|
|
2019
Q1 | $609K | Buy |
6,014
+1
| +0% | +$101 | 0.19% | 111 |
|
|
2018
Q4 | $587K | Buy |
6,013
+266
| +5% | +$26K | 0.2% | 103 |
|
|
2018
Q3 | $649K | Buy |
5,747
+733
| +15% | +$82.8K | 0.21% | 98 |
|
|
2018
Q2 | $522K | Buy |
5,014
+1,681
| +50% | +$175K | 0.18% | 103 |
|
|
2018
Q1 | $367K | Buy |
+3,333
| New | +$367K | 0.15% | 115 |
|