Antonetti 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $91.2K | Sell |
629
-50
| -7% | -$7.25K | 0.14% | 67 |
|
|
2023
Q2 | $98.8K | Sell |
679
-66
| -9% | -$9.6K | 0.14% | 65 |
|
|
2023
Q1 | $97.1K | Sell |
745
-555
| -43% | -$72.3K | 0.14% | 60 |
|
|
2022
Q4 | $174K | Sell |
1,300
-200
| -13% | -$26.8K | 0.24% | 49 |
|
|
2022
Q3 | $157K | Hold |
1,500
| – | – | 0.18% | 50 |
|
|
2022
Q2 | $169K | Hold |
1,500
| – | – | 0.18% | 51 |
|
|
2022
Q1 | $204K | Sell |
1,500
-6,400
| -81% | -$870K | 0.19% | 54 |
|
|
2021
Q4 | $1.25M | Sell |
7,900
-244
| -3% | -$38.6K | 0.98% | 17 |
|
|
2021
Q3 | $1.33M | Buy |
+8,144
| New | +$1.33M | 1.09% | 18 |
|
|
2014
Q3 | – | Sell |
-1,600
| Closed | -$92K | – | 164 |
|
|
2014
Q2 | $92K | Sell |
1,600
-200
| -11% | -$11.5K | 0.07% | 70 |
|
|
2014
Q1 | $109K | Sell |
1,800
-50
| -3% | -$3.03K | 0.1% | 71 |
|
|
2013
Q4 | $108K | Hold |
1,850
| – | – | 0.1% | 86 |
|
|
2013
Q3 | $96K | Sell |
1,850
-10,350
| -85% | -$537K | 0.1% | 112 |
|
|
2013
Q2 | $368K | Buy |
+12,200
| New | +$368K | 0.4% | 42 |
|