SBSB
Sullivan, Bruyette, Speros & Blaney’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $5.13M | Sell |
33,678
-1,006
| -3% | -$153K | 0.23% | 34 |
|
|
2020
Q4 | $4.41M | Buy |
34,684
+199
| +0.6% | +$25.3K | 0.21% | 36 |
|
|
2020
Q3 | $3.32M | Buy |
34,485
+2,795
| +9% | +$269K | 0.18% | 38 |
|
|
2020
Q2 | $2.98M | Sell |
31,690
-1,259
| -4% | -$118K | 0.18% | 37 |
|
|
2020
Q1 | $2.97M | Buy |
32,949
+1,953
| +6% | +$176K | 0.21% | 35 |
|
|
2019
Q4 | $4.32M | Buy |
30,996
+4,185
| +16% | +$583K | 0.24% | 30 |
|
|
2019
Q3 | $3.16M | Buy |
26,811
+233
| +0.9% | +$27.4K | 0.19% | 35 |
|
|
2019
Q2 | $2.97M | Buy |
26,578
+887
| +3% | +$99.2K | 0.18% | 35 |
|
|
2019
Q1 | $2.6M | Buy |
25,691
+2,594
| +11% | +$263K | 0.16% | 37 |
|
|
2018
Q4 | $2.26M | Buy |
23,097
+1,662
| +8% | +$162K | 0.15% | 37 |
|
|
2018
Q3 | $2.42M | Buy |
21,435
+177
| +0.8% | +$20K | 0.22% | 21 |
|
|
2018
Q2 | $2.22M | Buy |
21,258
+100
| +0.5% | +$10.4K | 0.21% | 21 |
|
|
2018
Q1 | $2.33M | Buy |
21,158
+631
| +3% | +$69.4K | 0.23% | 21 |
|
|
2017
Q4 | $2.2M | Buy |
20,527
+25
| +0.1% | +$2.67K | 0.21% | 23 |
|
|
2017
Q3 | $1.96M | Buy |
20,502
+215
| +1% | +$20.5K | 0.19% | 27 |
|
|
2017
Q2 | $1.85M | Buy |
20,287
+1,785
| +10% | +$163K | 0.19% | 29 |
|
|
2017
Q1 | $1.63M | Buy |
18,502
+382
| +2% | +$33.6K | 0.16% | 31 |
|
|
2016
Q4 | $1.56M | Buy |
18,120
+1,092
| +6% | +$94.3K | 0.16% | 32 |
|
|
2016
Q3 | $1.13M | Sell |
17,028
-12
| -0.1% | -$799 | 0.11% | 42 |
|
|
2016
Q2 | $1.06M | Buy |
+17,040
| New | +$1.06M | 0.11% | 43 |
|