Ategra Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,545
| Closed | -$1.71M | – | 56 |
|
|
2024
Q1 | $1.71M | Sell |
8,545
-1
| -0% | -$200 | 0.77% | 29 |
|
|
2023
Q4 | $1.45M | Sell |
8,546
-268
| -3% | -$45.6K | 0.64% | 35 |
|
|
2023
Q3 | $1.28M | Sell |
8,814
-25
| -0.3% | -$3.63K | 0.69% | 36 |
|
|
2023
Q2 | $1.29M | Sell |
8,839
-14,559
| -62% | -$2.12M | 0.69% | 36 |
|
|
2023
Q1 | $3.05M | Buy |
23,398
+512
| +2% | +$66.7K | 1.67% | 17 |
|
|
2022
Q4 | $3.07M | Buy |
22,886
+5,078
| +29% | +$681K | 1.55% | 18 |
|
|
2022
Q3 | $1.86M | Buy |
17,808
+10,760
| +153% | +$1.12M | 0.96% | 25 |
|
|
2022
Q2 | $794K | Sell |
7,048
-368
| -5% | -$41.4K | 0.41% | 50 |
|
|
2022
Q1 | $1.01M | Sell |
7,416
-1,435
| -16% | -$196K | 0.44% | 52 |
|
|
2021
Q4 | $1.4M | Sell |
8,851
-3,120
| -26% | -$494K | 0.61% | 37 |
|
|
2021
Q3 | $1.96M | Sell |
11,971
-95
| -0.8% | -$15.6K | 0.93% | 28 |
|
|
2021
Q2 | $1.88M | Sell |
12,066
-295
| -2% | -$45.9K | 0.91% | 30 |
|
|
2021
Q1 | $1.88M | Buy |
12,361
+384
| +3% | +$58.5K | 1.04% | 24 |
|
|
2020
Q4 | $1.52M | Buy |
11,977
+1,308
| +12% | +$166K | 1.06% | 26 |
|
|
2020
Q3 | $1.03M | Buy |
10,669
+3,569
| +50% | +$344K | 0.92% | 31 |
|
|
2020
Q2 | $668K | Buy |
7,100
+1,463
| +26% | +$138K | 0.64% | 36 |
|
|
2020
Q1 | $507K | Buy |
5,637
+701
| +14% | +$63.1K | 0.6% | 33 |
|
|
2019
Q4 | $688K | Hold |
4,936
| – | – | 0.58% | 32 |
|
|
2019
Q3 | $581K | Sell |
4,936
-100
| -2% | -$11.8K | 0.53% | 38 |
|
|
2019
Q2 | $563K | Sell |
5,036
-100
| -2% | -$11.2K | 0.53% | 41 |
|
|
2019
Q1 | $520K | Buy |
+5,136
| New | +$520K | 0.51% | 40 |
|