TC
Telemus Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $15.4M | Buy |
90,484
+24
| +0% | +$4.08K | 1.27% | 19 |
|
|
2023
Q3 | $13.1M | Sell |
90,460
-5,568
| -6% | -$807K | 1.21% | 20 |
|
|
2023
Q2 | $14M | Sell |
96,028
-734
| -0.8% | -$107K | 1.18% | 21 |
|
|
2023
Q1 | $12.6M | Sell |
96,762
-98
| -0.1% | -$12.8K | 1.11% | 23 |
|
|
2022
Q4 | $13.4M | Sell |
96,860
-1,492
| -2% | -$206K | 1.22% | 20 |
|
|
2022
Q3 | $10.3M | Buy |
98,352
+2,599
| +3% | +$272K | 1.06% | 22 |
|
|
2022
Q2 | $10.8M | Sell |
95,753
-1,855
| -2% | -$209K | 1.05% | 21 |
|
|
2022
Q1 | $13.3M | Buy |
97,608
+5,280
| +6% | +$720K | 1.16% | 20 |
|
|
2021
Q4 | $14.6M | Sell |
92,328
-11
| -0% | -$1.74K | 1.18% | 18 |
|
|
2021
Q3 | $15.1M | Buy |
92,339
+145
| +0.2% | +$23.7K | 1.28% | 18 |
|
|
2021
Q2 | $14.3M | Sell |
92,194
-3,764
| -4% | -$585K | 1.03% | 24 |
|
|
2021
Q1 | $14.7M | Sell |
95,958
-1,098
| -1% | -$169K | 1.02% | 22 |
|
|
2020
Q4 | $12.3M | Sell |
97,056
-1,542
| -2% | -$196K | 0.92% | 26 |
|
|
2020
Q3 | $10M | Buy |
98,598
+28,922
| +42% | +$2.94M | 0.73% | 33 |
|
|
2020
Q2 | $6.71M | Buy |
69,676
+4,278
| +7% | +$412K | 0.53% | 44 |
|
|
2020
Q1 | $6.36M | Buy |
65,398
+5,322
| +9% | +$518K | 0.52% | 46 |
|
|
2019
Q4 | $8.38M | Sell |
60,076
-4,488
| -7% | -$626K | 0.65% | 39 |
|
|
2019
Q3 | $7.6M | Buy |
64,564
+302
| +0.5% | +$35.5K | 0.61% | 44 |
|
|
2019
Q2 | $7.04M | Buy |
64,262
+3,580
| +6% | +$392K | 0.62% | 43 |
|
|
2019
Q1 | $6.14M | Buy |
60,682
+1,518
| +3% | +$154K | 0.47% | 53 |
|
|
2018
Q4 | $5.78M | Buy |
59,164
+316
| +0.5% | +$30.9K | 0.47% | 51 |
|
|
2018
Q3 | $6.64M | Sell |
58,848
-1,957
| -3% | -$221K | 0.5% | 46 |
|
|
2018
Q2 | $6.34M | Buy |
60,805
+1,515
| +3% | +$158K | 0.49% | 50 |
|
|
2018
Q1 | $6.52M | Sell |
59,290
-3,097
| -5% | -$341K | 0.52% | 41 |
|
|
2017
Q4 | $6.67M | Buy |
62,387
+52,229
| +514% | +$5.59M | 0.52% | 38 |
|
|
2017
Q3 | $970K | Sell |
10,158
-11,491
| -53% | -$1.1M | 0.11% | 138 |
|
|
2017
Q2 | $1.98M | Buy |
21,649
+953
| +5% | +$87.1K | 0.2% | 86 |
|
|
2017
Q1 | $1.82M | Buy |
20,696
+11,000
| +113% | +$966K | 0.19% | 87 |
|
|
2016
Q4 | $837K | Sell |
9,696
-13,227
| -58% | -$1.14M | 0.11% | 141 |
|
|
2016
Q3 | $1.53M | Sell |
22,923
-229
| -1% | -$15.2K | 0.17% | 111 |
|
|
2016
Q2 | $1.44M | Buy |
23,152
+11,132
| +93% | +$692K | 0.18% | 111 |
|
|
2016
Q1 | $712K | Buy |
12,020
+8,087
| +206% | +$479K | 0.12% | 159 |
|
|
2015
Q4 | $260K | Sell |
3,933
-152
| -4% | -$10K | 0.07% | 117 |
|
|
2015
Q3 | $249K | Buy |
4,085
+277
| +7% | +$16.9K | 0.06% | 114 |
|
|
2015
Q2 | $258K | Sell |
3,808
-1,366
| -26% | -$92.5K | 0.06% | 110 |
|
|
2015
Q1 | $313K | Sell |
5,174
-6,197
| -54% | -$375K | 0.08% | 104 |
|
|
2014
Q4 | $712K | Sell |
11,371
-400
| -3% | -$25K | 0.17% | 78 |
|
|
2014
Q3 | $709K | Sell |
11,771
-32
| -0.3% | -$1.93K | 0.19% | 75 |
|
|
2014
Q2 | $680K | Sell |
11,803
-1,492
| -11% | -$86K | 0.18% | 76 |
|
|
2014
Q1 | $807K | Sell |
13,295
-2,236
| -14% | -$136K | 0.22% | 69 |
|
|
2013
Q4 | $908K | Sell |
15,531
-2,205
| -12% | -$129K | 0.26% | 64 |
|
|
2013
Q3 | $917K | Buy |
+17,736
| New | +$917K | 0.27% | 64 |
|