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 |
|