Titus Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $702K | Buy |
6,233
+872
| +16% | +$98.2K | 0.35% | 50 |
|
|
2022
Q1 | $731K | Buy |
5,361
+78
| +1% | +$10.6K | 0.33% | 52 |
|
|
2021
Q4 | $837K | Sell |
5,283
-287
| -5% | -$45.5K | 0.38% | 47 |
|
|
2021
Q3 | $912K | Sell |
5,570
-23
| -0.4% | -$3.77K | 0.48% | 35 |
|
|
2021
Q2 | $870K | Buy |
5,593
+136
| +2% | +$21.2K | 0.47% | 35 |
|
|
2021
Q1 | $831K | Buy |
5,457
+2,277
| +72% | +$347K | 0.49% | 33 |
|
|
2020
Q4 | $404K | Sell |
3,180
-447
| -12% | -$56.8K | 0.25% | 76 |
|
|
2020
Q3 | $349K | Sell |
3,627
-372
| -9% | -$35.8K | 0.25% | 74 |
|
|
2020
Q2 | $376K | Buy |
3,999
+746
| +23% | +$70.1K | 0.3% | 65 |
|
|
2020
Q1 | $293K | Buy |
3,253
+466
| +17% | +$42K | 0.28% | 69 |
|
|
2019
Q4 | $389K | Buy |
2,787
+511
| +22% | +$71.3K | 0.39% | 58 |
|
|
2019
Q3 | $268K | Buy |
2,276
+1
| +0% | +$118 | 0.25% | 78 |
|
|
2019
Q2 | $254K | Sell |
2,275
-170
| -7% | -$19K | 0.25% | 74 |
|
|
2019
Q1 | $248 | Sell |
2,445
-164
| -6% | -$17 | 0.22% | 89 |
|
|
2018
Q4 | $254 | Buy |
2,609
+631
| +32% | +$61 | 0.22% | 77 |
|
|
2018
Q3 | $223K | Buy |
+1,978
| New | +$223K | 0.19% | 83 |
|
|
2018
Q2 | – | Sell |
-2,039
| Closed | -$224K | – | 97 |
|
|
2018
Q1 | $224K | Buy |
+2,039
| New | +$224K | 0.22% | 73 |
|