Ategra Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $3.07M | Buy |
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|
2022
Q3 | $1.86M | Buy |
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|
2022
Q2 | $794K | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.96M | Sell |
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|
2021
Q2 | $1.88M | Sell |
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|
2021
Q1 | $1.88M | Buy |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $668K | Buy |
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|
2020
Q1 | $507K | Buy |
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|
2019
Q4 | $688K | Hold |
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|
2019
Q3 | $581K | Sell |
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|
2019
Q2 | $563K | Sell |
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|
2019
Q1 | $520K | Buy |
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