Ardsley Advisory Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-60,000
| Closed | -$5.64M | – | 152 |
|
|
2020
Q2 | $5.64M | Buy |
+60,000
| New | +$5.64M | 1.2% | 22 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 148 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 129 |
|
|
2018
Q4 | – | Sell |
-6,000
| Closed | -$677K | – | 114 |
|
|
2018
Q3 | $677K | Hold |
6,000
| – | – | 0.09% | 71 |
|
|
2018
Q2 | $626K | Buy |
6,000
+3,000
| +100% | +$313K | 0.09% | 82 |
|
|
2018
Q1 | $330K | Buy |
+3,000
| New | +$330K | 0.05% | 113 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 171 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 167 |
|
|
2015
Q4 | – | Sell |
-15,000
| Closed | -$915K | – | 157 |
|
|
2015
Q3 | $915K | Buy |
+15,000
| New | +$915K | 0.22% | 51 |
|
|
2014
Q2 | – | Sell |
-5,000
| Closed | -$304K | – | 238 |
|
|
2014
Q1 | $304K | Buy |
+5,000
| New | +$304K | 0.05% | 157 |
|