Windsor Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.31M | Sell |
9,060
-536
| -6% | -$77.7K | 0.24% | 58 |
|
|
2023
Q2 | $1.4M | Buy |
9,596
+142
| +2% | +$20.7K | 0.25% | 58 |
|
|
2023
Q1 | $1.21M | Sell |
9,454
-321
| -3% | -$41.1K | 0.23% | 60 |
|
|
2022
Q4 | $1.35M | Buy |
9,775
+157
| +2% | +$21.7K | 0.28% | 60 |
|
|
2022
Q3 | $1.02M | Sell |
9,618
-367
| -4% | -$38.9K | 0.25% | 61 |
|
|
2022
Q2 | $1.12M | Sell |
9,985
-4,309
| -30% | -$482K | 0.29% | 53 |
|
|
2022
Q1 | $1.91M | Buy |
14,294
+41
| +0.3% | +$5.47K | 0.35% | 51 |
|
|
2021
Q4 | $2.39M | Buy |
14,253
+429
| +3% | +$72K | 0.44% | 49 |
|
|
2021
Q3 | $2.31M | Buy |
13,824
+380
| +3% | +$63.5K | 0.48% | 40 |
|
|
2021
Q2 | $2.09M | Sell |
13,444
-724
| -5% | -$113K | 0.45% | 45 |
|
|
2021
Q1 | $2.16M | Buy |
14,168
+1,218
| +9% | +$185K | 0.51% | 40 |
|
|
2020
Q4 | $1.65M | Sell |
12,950
-7,499
| -37% | -$953K | 0.42% | 49 |
|
|
2020
Q3 | $2.07M | Sell |
20,449
-2,735
| -12% | -$277K | 0.6% | 37 |
|
|
2020
Q2 | $2.18M | Buy |
23,184
+8,763
| +61% | +$824K | 0.69% | 33 |
|
|
2020
Q1 | $1.3M | Buy |
14,421
+130
| +0.9% | +$11.7K | 0.52% | 45 |
|
|
2019
Q4 | $1.99M | Sell |
14,291
-582
| -4% | -$81.1K | 0.73% | 25 |
|
|
2019
Q3 | $1.68M | Buy |
14,873
+965
| +7% | +$109K | 0.73% | 34 |
|
|
2019
Q2 | $1.58M | Buy |
13,908
+3,020
| +28% | +$343K | 0.69% | 36 |
|
|
2019
Q1 | $1.1M | Sell |
10,888
-4,152
| -28% | -$420K | 0.62% | 36 |
|
|
2018
Q4 | $1.47M | Buy |
15,040
+360
| +2% | +$35.1K | 1% | 24 |
|
|
2018
Q3 | $1.66M | Buy |
14,680
+77
| +0.5% | +$8.69K | 1.08% | 20 |
|
|
2018
Q2 | $1.52M | Buy |
14,603
+1,165
| +9% | +$121K | 1.19% | 17 |
|
|
2018
Q1 | $1.48M | Buy |
13,438
+1
| +0% | +$110 | 1.25% | 16 |
|
|
2017
Q4 | $1.44M | Buy |
+13,437
| New | +$1.44M | 1.24% | 13 |
|