Thomas White International’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.98M | Hold |
13,647
| – | – | 0.41% | 82 |
|
|
2023
Q1 | $1.78M | Buy |
13,647
+201
| +1% | +$26.2K | 0.38% | 88 |
|
|
2022
Q4 | $1.8M | Hold |
13,446
| – | – | 0.4% | 87 |
|
|
2022
Q3 | $1.41M | Hold |
13,446
| – | – | 0.33% | 99 |
|
|
2022
Q2 | $1.51M | Hold |
13,446
| – | – | 0.3% | 97 |
|
|
2022
Q1 | $1.83M | Hold |
13,446
| – | – | 0.31% | 84 |
|
|
2021
Q4 | $2.13M | Hold |
13,446
| – | – | 0.34% | 86 |
|
|
2021
Q3 | $2.2M | Hold |
13,446
| – | – | 0.32% | 95 |
|
|
2021
Q2 | $2.09M | Hold |
13,446
| – | – | 0.29% | 95 |
|
|
2021
Q1 | $2.05M | Sell |
13,446
-3,940
| -23% | -$600K | 0.3% | 97 |
|
|
2020
Q4 | $2.21M | Buy |
17,386
+231
| +1% | +$29.4K | 0.35% | 80 |
|
|
2020
Q3 | $1.65M | Buy |
17,155
+275
| +2% | +$26.5K | 0.31% | 91 |
|
|
2020
Q2 | $1.59M | Hold |
16,880
| – | – | 0.31% | 89 |
|
|
2020
Q1 | $1.52M | Buy |
16,880
+3,500
| +26% | +$315K | 0.34% | 89 |
|
|
2019
Q4 | $1.87M | Sell |
13,380
-101
| -0.7% | -$14.1K | 0.31% | 99 |
|
|
2019
Q3 | $1.59M | Sell |
13,481
-21
| -0.2% | -$2.47K | 0.29% | 110 |
|
|
2019
Q2 | $1.51M | Hold |
13,502
| – | – | 0.27% | 113 |
|
|
2019
Q1 | $1.37M | Sell |
13,502
-265
| -2% | -$26.8K | 0.25% | 123 |
|
|
2018
Q4 | $1.34M | Hold |
13,767
| – | – | 0.27% | 110 |
|
|
2018
Q3 | $1.55M | Sell |
13,767
-360
| -3% | -$40.6K | 0.26% | 109 |
|
|
2018
Q2 | $1.47M | Buy |
14,127
+1,400
| +11% | +$146K | 0.24% | 111 |
|
|
2018
Q1 | $1.4M | Sell |
12,727
-7
| -0.1% | -$770 | 0.23% | 110 |
|
|
2017
Q4 | $1.36M | Sell |
12,734
-175
| -1% | -$18.7K | 0.22% | 124 |
|
|
2017
Q3 | $1.23M | Sell |
12,909
-5
| -0% | -$478 | 0.22% | 129 |
|
|
2017
Q2 | $1.18M | Hold |
12,914
| – | – | 0.2% | 127 |
|
|
2017
Q1 | $1.13M | Sell |
12,914
-498
| -4% | -$43.7K | 0.16% | 128 |
|
|
2016
Q4 | $1.16M | Buy |
13,412
+143
| +1% | +$12.3K | 0.17% | 118 |
|
|
2016
Q3 | $883K | Sell |
13,269
-7
| -0.1% | -$466 | 0.13% | 141 |
|
|
2016
Q2 | $825K | Sell |
13,276
-5,262
| -28% | -$327K | 0.12% | 134 |
|
|
2016
Q1 | $1.1M | Sell |
18,538
-586
| -3% | -$34.7K | 0.16% | 114 |
|
|
2015
Q4 | $1.26M | Sell |
19,124
-2,344
| -11% | -$155K | 0.18% | 103 |
|
|
2015
Q3 | $1.31M | Sell |
21,468
-330
| -2% | -$20.1K | 0.2% | 98 |
|
|
2015
Q2 | $1.48M | Sell |
21,798
-204
| -0.9% | -$13.8K | 0.2% | 99 |
|
|
2015
Q1 | $1.33M | Sell |
22,002
-10,534
| -32% | -$638K | 0.19% | 108 |
|
|
2014
Q4 | $2.04M | Sell |
32,536
-5,331
| -14% | -$334K | 0.28% | 109 |
|
|
2014
Q3 | $2.28M | Sell |
37,867
-3,433
| -8% | -$207K | 0.33% | 100 |
|
|
2014
Q2 | $2.38M | Buy |
41,300
+38
| +0.1% | +$2.19K | 0.33% | 97 |
|
|
2014
Q1 | $2.51M | Sell |
41,262
-5,235
| -11% | -$318K | 0.36% | 85 |
|
|
2013
Q4 | $2.72M | Sell |
46,497
-38,179
| -45% | -$2.23M | 0.39% | 76 |
|
|
2013
Q3 | $4.38M | Sell |
84,676
-1,007
| -1% | -$52.1K | 0.63% | 63 |
|
|
2013
Q2 | $4.52M | Buy |
+85,683
| New | +$4.52M | 0.73% | 52 |
|