Syntal Capital Partners’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 | – | Sell |
-3,625
| Closed | -$526K | – | 63 |
|
|
2023
Q3 | $526K | Sell |
3,625
-4,691
| -56% | -$680K | 0.41% | 56 |
|
|
2023
Q2 | $1.21M | Sell |
8,316
-969
| -10% | -$141K | 0.48% | 52 |
|
|
2023
Q1 | $1.21M | Sell |
9,285
-190
| -2% | -$24.8K | 0.44% | 74 |
|
|
2022
Q4 | $1.27M | Buy |
9,475
+117
| +1% | +$15.7K | 0.5% | 47 |
|
|
2022
Q3 | $977K | Buy |
9,358
+102
| +1% | +$10.6K | 0.4% | 59 |
|
|
2022
Q2 | $1.04M | Buy |
9,256
+2,184
| +31% | +$246K | 0.46% | 53 |
|
|
2022
Q1 | $964K | Buy |
7,072
+289
| +4% | +$39.4K | 0.38% | 72 |
|
|
2021
Q4 | $1.07M | Sell |
6,783
-32
| -0.5% | -$5.07K | 0.46% | 60 |
|
|
2021
Q3 | $1.12M | Sell |
6,815
-338
| -5% | -$55.3K | 0.39% | 53 |
|
|
2021
Q2 | $1.11M | Sell |
7,153
-460
| -6% | -$71.5K | 0.39% | 75 |
|
|
2021
Q1 | $1.16M | Buy |
+7,613
| New | +$1.16M | 0.44% | 74 |
|
|
2020
Q1 | – | Sell |
-7,364
| Closed | -$1.03M | – | 92 |
|
|
2019
Q4 | $1.03M | Buy |
+7,364
| New | +$1.03M | 0.57% | 35 |
|
|
2019
Q3 | – | Sell |
-10,586
| Closed | -$1.18M | – | 259 |
|
|
2019
Q2 | $1.18M | Buy |
10,586
+1,379
| +15% | +$154K | 0.25% | 90 |
|
|
2019
Q1 | $932K | Buy |
9,207
+1,086
| +13% | +$110K | 0.42% | 39 |
|
|
2018
Q4 | $792K | Buy |
8,121
+2
| +0% | +$195 | 0.49% | 30 |
|
|
2018
Q3 | $916K | Sell |
8,119
-21
| -0.3% | -$2.37K | 0.32% | 62 |
|
|
2018
Q2 | $848K | Sell |
8,140
-1,823
| -18% | -$190K | 0.32% | 67 |
|
|
2018
Q1 | $1.1M | Buy |
9,963
+1,013
| +11% | +$111K | 0.39% | 61 |
|
|
2017
Q4 | $957K | Buy |
8,950
+6,010
| +204% | +$643K | 0.29% | 68 |
|
|
2017
Q3 | $280K | Sell |
2,940
-446
| -13% | -$42.5K | 0.2% | 88 |
|
|
2017
Q2 | $309 | Sell |
3,386
-1,807
| -35% | -$165 | 0.07% | 71 |
|
|
2017
Q1 | $456K | Buy |
5,193
+550
| +12% | +$48.3K | 0.38% | 62 |
|
|
2016
Q4 | $400K | Buy |
+4,643
| New | +$400K | 0.37% | 41 |
|
|
2015
Q4 | – | Sell |
-262
| Closed | -$15K | – | 109 |
|
|
2015
Q3 | $15K | Hold |
262
| – | – | 0.02% | 124 |
|
|
2015
Q2 | $17 | Hold |
262
| – | – | 0.02% | 138 |
|
|
2015
Q1 | $15K | Buy |
+262
| New | +$15K | 0.02% | 148 |
|
|
2014
Q4 | – | Sell |
-262
| Closed | -$15K | – | 181 |
|
|
2014
Q3 | $15K | Hold |
262
| – | – | 0.01% | 168 |
|
|
2014
Q2 | $15K | Buy |
+262
| New | +$15K | 0.01% | 184 |
|