55I LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.33M | Buy |
22,283
+9,897
| +80% | +$1.03M | 0.07% | 170 |
|
|
2022
Q2 | $1.4M | Sell |
12,386
-15,349
| -55% | -$1.73M | 0.04% | 211 |
|
|
2022
Q1 | $3.78M | Sell |
27,735
-2,346
| -8% | -$320K | 0.09% | 139 |
|
|
2021
Q4 | $4.76M | Buy |
30,081
+1,888
| +7% | +$299K | 0.12% | 110 |
|
|
2021
Q3 | $4.62M | Buy |
28,193
+4,810
| +21% | +$787K | 0.14% | 99 |
|
|
2021
Q2 | $3.64M | Buy |
23,383
+3,336
| +17% | +$519K | 0.13% | 101 |
|
|
2021
Q1 | $3.05M | Buy |
20,047
+1,278
| +7% | +$195K | 0.15% | 88 |
|
|
2020
Q4 | $2.39M | Sell |
18,769
-9,751
| -34% | -$1.24M | 0.18% | 82 |
|
|
2020
Q3 | $2.75M | Buy |
28,520
+4,004
| +16% | +$386K | 0.25% | 78 |
|
|
2020
Q2 | $2.31M | Buy |
24,516
+5,130
| +26% | +$483K | 0.35% | 67 |
|
|
2020
Q1 | $1.99M | Sell |
19,386
-2,712
| -12% | -$279K | 0.57% | 43 |
|
|
2019
Q4 | $3.08M | Buy |
22,098
+3,463
| +19% | +$483K | 1.32% | 20 |
|
|
2019
Q3 | $2.19M | Buy |
18,635
+9,313
| +100% | +$1.1M | 1.07% | 23 |
|
|
2019
Q2 | $1.04M | Buy |
+9,322
| New | +$1.04M | 0.59% | 36 |
|