Arlington Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,781
| Closed | -$303K | – | 152 |
|
|
2023
Q4 | $303K | Sell |
1,781
-1,047
| -37% | -$178K | 0.09% | 81 |
|
|
2023
Q3 | $410K | Sell |
2,828
-6,607
| -70% | -$958K | 0.17% | 66 |
|
|
2023
Q2 | $1.37M | Buy |
9,435
+1,759
| +23% | +$256K | 0.21% | 48 |
|
|
2023
Q1 | $1M | Buy |
7,676
+3,362
| +78% | +$438K | 0.14% | 52 |
|
|
2022
Q4 | $579K | Buy |
4,314
+1,563
| +57% | +$210K | 0.09% | 59 |
|
|
2022
Q3 | $287K | Sell |
2,751
-1,850
| -40% | -$193K | 0.12% | 72 |
|
|
2022
Q2 | $518K | Buy |
4,601
+286
| +7% | +$32.2K | 0.17% | 64 |
|
|
2022
Q1 | $588K | Buy |
4,315
+276
| +7% | +$37.6K | 0.17% | 62 |
|
|
2021
Q4 | $640K | Hold |
4,039
| – | – | 0.17% | 59 |
|
|
2021
Q3 | $661K | Buy |
4,039
+3,559
| +741% | +$582K | 0.19% | 61 |
|
|
2021
Q2 | $75K | Hold |
480
| – | – | 0.03% | 164 |
|
|
2021
Q1 | $73K | Hold |
480
| – | – | 0.03% | 183 |
|
|
2020
Q4 | $61K | Buy |
480
+85
| +22% | +$10.8K | 0.03% | 94 |
|
|
2020
Q3 | $38K | Sell |
395
-38
| -9% | -$3.66K | 0.02% | 110 |
|
|
2020
Q2 | $41K | Sell |
433
-1,729
| -80% | -$164K | 0.02% | 109 |
|
|
2020
Q1 | $195K | Buy |
2,162
+38
| +2% | +$3.43K | 0.1% | 73 |
|
|
2019
Q4 | $296K | Sell |
2,124
-300
| -12% | -$41.8K | 0.18% | 46 |
|
|
2019
Q3 | $285K | Hold |
2,424
| – | – | 0.18% | 41 |
|
|
2019
Q2 | $271K | Sell |
2,424
-1,812
| -43% | -$203K | 0.12% | 77 |
|
|
2019
Q1 | $429K | Buy |
4,236
+3,341
| +373% | +$338K | 0.31% | 31 |
|
|
2018
Q4 | $87K | Hold |
895
| – | – | 0.06% | 93 |
|
|
2018
Q3 | $101K | Buy |
895
+500
| +127% | +$56.4K | 0.07% | 93 |
|
|
2018
Q2 | $41K | Hold |
395
| – | – | 0.04% | 81 |
|
|
2018
Q1 | $43K | Buy |
+395
| New | +$43K | 0.04% | 79 |
|