20/20 Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $344K | Buy |
2,209
+312
| +16% | +$48.6K | 0.09% | 128 |
|
|
2021
Q1 | $289K | Hold |
1,897
| – | – | 0.08% | 132 |
|
|
2020
Q4 | $254K | Buy |
+1,897
| New | +$254K | 0.07% | 145 |
|
|
2020
Q3 | – | Sell |
-2,107
| Closed | -$209K | – | 154 |
|
|
2020
Q2 | $209K | Sell |
2,107
-765
| -27% | -$75.9K | 0.08% | 132 |
|
|
2020
Q1 | $262K | Buy |
2,872
+1,080
| +60% | +$98.5K | 0.12% | 120 |
|
|
2019
Q4 | $247K | Buy |
+1,792
| New | +$247K | 0.1% | 130 |
|