Aristotle Pacific Capital’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 | – | Sell |
-17,264
| Closed | -$1.94M | – | 11 |
|
|
2022
Q2 | $1.94M | Hold |
17,264
| – | – | 1.42% | 9 |
|
|
2022
Q1 | $2.35M | Hold |
17,264
| – | – | 2.06% | 9 |
|
|
2021
Q4 | $2.73M | Buy |
+17,264
| New | +$2.73M | 1.95% | 13 |
|
|
2021
Q1 | – | Sell |
-10,387
| Closed | -$1.32M | – | 22 |
|
|
2020
Q4 | $1.32M | Buy |
+10,387
| New | +$1.32M | 0.86% | 19 |
|