Surevest’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $968K | Sell |
9,267
-1,884
| -17% | -$197K | 0.26% | 90 |
|
|
2022
Q2 | $1.26M | Sell |
11,151
-3,138
| -22% | -$353K | 0.33% | 84 |
|
|
2022
Q1 | $1.95M | Sell |
14,289
-24,090
| -63% | -$3.28M | 0.47% | 77 |
|
|
2021
Q4 | $6.08M | Sell |
38,379
-760
| -2% | -$120K | 1.44% | 15 |
|
|
2021
Q3 | $6.41M | Buy |
39,139
+513
| +1% | +$84K | 1.62% | 14 |
|
|
2021
Q2 | $6.01M | Buy |
38,626
+4,584
| +13% | +$713K | 1.57% | 13 |
|
|
2021
Q1 | $5.18M | Sell |
34,042
-8,234
| -19% | -$1.25M | 1.57% | 13 |
|
|
2020
Q4 | $5.37M | Buy |
42,276
+5,221
| +14% | +$663K | 1.79% | 11 |
|
|
2020
Q3 | $3.57M | Buy |
37,055
+8,494
| +30% | +$818K | 1.4% | 31 |
|
|
2020
Q2 | $2.69M | Buy |
28,561
+5,065
| +22% | +$476K | 1.19% | 55 |
|
|
2020
Q1 | $2.12M | Buy |
23,496
+20,988
| +837% | +$1.89M | 1.15% | 58 |
|
|
2019
Q4 | $350K | Sell |
2,508
-85
| -3% | -$11.9K | 0.15% | 114 |
|
|
2019
Q3 | $305K | Buy |
2,593
+166
| +7% | +$19.5K | 0.15% | 112 |
|
|
2019
Q2 | $271K | Sell |
2,427
-425
| -15% | -$47.5K | 0.14% | 116 |
|
|
2019
Q1 | $289K | Sell |
2,852
-270
| -9% | -$27.4K | 0.18% | 107 |
|
|
2018
Q4 | $305K | Buy |
+3,122
| New | +$305K | 0.24% | 83 |
|