ArchPoint Investors’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
-3,198
Closed -$523K 91
2021
Q3
$523K Buy
+3,198
New +$523K 0.16% 56
2020
Q2
Sell
-550
Closed -$50K 122
2020
Q1
$50K Hold
550
0.02% 110
2019
Q4
$77K Hold
550
0.02% 105
2019
Q3
$65K Hold
550
0.02% 100
2019
Q2
$61K Hold
550
0.02% 105
2019
Q1
$56K Hold
550
0.02% 107
2018
Q4
$54K Hold
550
0.02% 94
2018
Q3
$62K Hold
550
0.02% 111
2018
Q2
$57K Hold
550
0.02% 107
2018
Q1
$60K Hold
550
0.02% 122
2017
Q4
$59K Hold
550
0.02% 111
2017
Q3
$53K Hold
550
0.02% 127
2017
Q2
$50K Sell
550
-50
-8% -$4.55K 0.02% 128
2017
Q1
$52K Buy
+600
New +$52K 0.02% 109
2016
Q3
Sell
-600
Closed -$37K 123
2016
Q2
$37K Hold
600
0.02% 111
2016
Q1
$36K Hold
600
0.02% 104
2015
Q4
$40K Buy
+600
New +$40K 0.03% 99