Whitegate Investment Counselors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-38,568
| Closed | -$6.31M | – | 137 |
|
|
2021
Q3 | $6.31M | Sell |
38,568
-200
| -0.5% | -$32.7K | 0.9% | 33 |
|
|
2021
Q2 | $6.03M | Sell |
38,768
-455
| -1% | -$70.8K | 0.85% | 35 |
|
|
2021
Q1 | $5.97M | Hold |
39,223
| – | – | 0.91% | 33 |
|
|
2020
Q4 | $4.98M | Buy |
39,223
+1,890
| +5% | +$240K | 0.81% | 37 |
|
|
2020
Q3 | $3.59M | Buy |
37,333
+2,220
| +6% | +$214K | 0.66% | 44 |
|
|
2020
Q2 | $3.3M | Buy |
35,113
+605
| +2% | +$56.9K | 0.66% | 44 |
|
|
2020
Q1 | $3.11M | Buy |
34,508
+225
| +0.7% | +$20.3K | 0.75% | 45 |
|
|
2019
Q4 | $4.78M | Sell |
34,283
-241
| -0.7% | -$33.6K | 0.87% | 38 |
|
|
2019
Q3 | $4.06M | Buy |
34,524
+246
| +0.7% | +$29K | 0.8% | 43 |
|
|
2019
Q2 | $3.83M | Buy |
34,278
+647
| +2% | +$72.3K | 0.77% | 44 |
|
|
2019
Q1 | $3.4M | Buy |
33,631
+901
| +3% | +$91.2K | 0.7% | 53 |
|
|
2018
Q4 | $3.2M | Buy |
32,730
+1,790
| +6% | +$175K | 0.74% | 47 |
|
|
2018
Q3 | $3.49M | Sell |
30,940
-1,175
| -4% | -$133K | 0.71% | 51 |
|
|
2018
Q2 | $3.35M | Sell |
32,115
-225
| -0.7% | -$23.4K | 0.68% | 49 |
|
|
2018
Q1 | $3.56M | Buy |
32,340
+595
| +2% | +$65.4K | 0.76% | 40 |
|
|
2017
Q4 | $3.4M | Buy |
31,745
+725
| +2% | +$77.5K | 0.71% | 46 |
|
|
2017
Q3 | $2.96M | Buy |
31,020
+3,191
| +11% | +$305K | 0.65% | 53 |
|
|
2017
Q2 | $2.54M | Buy |
27,829
+650
| +2% | +$59.4K | 0.58% | 65 |
|
|
2017
Q1 | $2.39M | Buy |
27,179
+310
| +1% | +$27.2K | 0.57% | 64 |
|
|
2016
Q4 | $2.32M | Sell |
26,869
-1,350
| -5% | -$117K | 0.62% | 62 |
|
|
2016
Q3 | $1.88M | Buy |
28,219
+100
| +0.4% | +$6.66K | 0.51% | 67 |
|
|
2016
Q2 | $1.75M | Buy |
+28,119
| New | +$1.75M | 0.49% | 68 |
|
|
2014
Q1 | $1.62M | Buy |
+27,419
| New | +$1.62M | 0.45% | 70 |
|