USCA RIA’s JPMorgan Chase JPM Stock Holding History

USCA RIA’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	$20.3M	Buy	130,738 +5,047	+4%	+$785K	1.23%	10
2021 Q1	$19.1M	Buy	125,691 +8,419	+7%	+$1.28M	1.26%	9
2020 Q4	$14.9M	Sell	117,272 -7,324	-6%	-$931K	1.05%	15
2020 Q3	$12M	Buy	124,596 +2,029	+2%	+$195K	0.94%	17
2020 Q2	$11.5M	Buy	122,567 +7,815	+7%	+$735K	1.02%	14
2020 Q1	$10.3M	Buy	114,752 +17,745	+18%	+$1.6M	1.2%	12
2019 Q4	$13.5M	Sell	97,007 -293	-0.3%	-$40.8K	1.21%	8
2019 Q3	$11.5M	Buy	97,300 +14,580	+18%	+$1.72M	1.13%	8
2019 Q2	$9.25M	Buy	82,720 +9,889	+14%	+$1.11M	0.94%	22
2019 Q1	$7.37M	Buy	72,831 +731	+1%	+$74K	0.8%	30
2018 Q4	$7.04M	Buy	72,100 +17,477	+32%	+$1.71M	0.94%	20
2018 Q3	$6.16M	Sell	54,623 -3,816	-7%	-$431K	0.63%	39
2018 Q2	$6.09M	Buy	58,439 +424	+0.7%	+$44.2K	0.65%	39
2018 Q1	$6.38M	Buy	58,015 +5,250	+10%	+$577K	0.7%	32
2017 Q4	$5.64M	Buy	52,765 +4,354	+9%	+$466K	0.62%	44
2017 Q3	$4.43M	Hold	48,411	–	–	0.57%	46
2017 Q2	$4.43M	Buy	48,411 +4,069	+9%	+$372K	0.57%	47
2017 Q1	$3.9M	Buy	44,342 +9,578	+28%	+$841K	0.57%	44
2016 Q4	$3M	Sell	34,764 -29,393	-46%	-$2.54M	0.46%	58
2016 Q3	$4.27M	Buy	64,157 +30,119	+88%	+$2.01M	0.71%	29
2016 Q2	$2.12M	Buy	34,038 +4,209	+14%	+$262K	0.36%	80
2016 Q1	$1.77M	Buy	29,829 +1,086	+4%	+$64.3K	0.32%	83
2015 Q4	$1.9M	Buy	28,743 +2,218	+8%	+$146K	0.41%	66
2015 Q3	$1.62M	Sell	26,525 -323	-1%	-$19.7K	0.41%	68
2015 Q2	$1.82M	Sell	26,848 -3,442	-11%	-$233K	0.48%	57
2015 Q1	$1.84M	Buy	30,290 +1,438	+5%	+$87.1K	0.49%	51
2014 Q4	$1.81M	Sell	28,852 -415	-1%	-$26K	0.5%	48
2014 Q3	$1.76M	Buy	29,267 +2,646	+10%	+$159K	0.54%	48
2014 Q2	$1.53M	Buy	26,621 +1,802	+7%	+$104K	0.51%	51
2014 Q1	$1.51M	Buy	24,819 +343	+1%	+$20.8K	0.54%	50
2013 Q4	$1.43M	Buy	24,476 +197	+0.8%	+$11.5K	0.57%	45
2013 Q3	$1.26M	Buy	24,279 +610	+3%	+$31.5K	0.57%	48
2013 Q2	$1.25M	Buy	+23,669	New	+$1.25M	0.63%	34