AI
Atom Investors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,694
| Closed | -$3.31M | – | 568 |
|
|
2024
Q3 | $3.31M | Sell |
15,694
-2,119
| -12% | -$447K | 0.35% | 97 |
|
|
2024
Q2 | $3.6M | Buy |
17,813
+3,262
| +22% | +$660K | 0.36% | 88 |
|
|
2024
Q1 | $2.91M | Buy |
14,551
+6,375
| +78% | +$1.28M | 0.36% | 79 |
|
|
2023
Q4 | $1.39M | Sell |
8,176
-1,490
| -15% | -$253K | 0.25% | 134 |
|
|
2023
Q3 | $1.4M | Sell |
9,666
-9,524
| -50% | -$1.38M | 0.32% | 98 |
|
|
2023
Q2 | $2.79M | Buy |
19,190
+15,264
| +389% | +$2.22M | 1.06% | 15 |
|
|
2023
Q1 | $512K | Buy |
3,926
+1,134
| +41% | +$148K | 0.28% | 100 |
|
|
2022
Q4 | $374K | Buy |
+2,792
| New | +$374K | 0.19% | 110 |
|
|
2022
Q1 | – | Sell |
-3,991
| Closed | -$632K | – | 261 |
|
|
2021
Q4 | $632K | Sell |
3,991
-2,219
| -36% | -$351K | 0.11% | 128 |
|
|
2021
Q3 | $1.02M | Buy |
6,210
+2,241
| +56% | +$367K | 0.08% | 118 |
|
|
2021
Q2 | $617K | Buy |
3,969
+555
| +16% | +$86.3K | 0.08% | 136 |
|
|
2021
Q1 | $520K | Sell |
3,414
-7,345
| -68% | -$1.12M | 0.09% | 144 |
|
|
2020
Q4 | $1.37M | Sell |
10,759
-13,065
| -55% | -$1.66M | 0.14% | 159 |
|
|
2020
Q3 | $2.29M | Buy |
23,824
+16,870
| +243% | +$1.62M | 0.22% | 105 |
|
|
2020
Q2 | $654K | Sell |
6,954
-59,306
| -90% | -$5.58M | 0.04% | 232 |
|
|
2020
Q1 | $5.97M | Buy |
66,260
+6,268
| +10% | +$564K | 0.52% | 41 |
|
|
2019
Q4 | $8.36M | Buy |
59,992
+1,252
| +2% | +$175K | 0.68% | 44 |
|
|
2019
Q3 | $6.91M | Sell |
58,740
-79,598
| -58% | -$9.37M | 0.47% | 69 |
|
|
2019
Q2 | $15.5M | Buy |
138,338
+32,511
| +31% | +$3.63M | 1.01% | 17 |
|
|
2019
Q1 | $10.7M | Buy |
105,827
+47,984
| +83% | +$4.86M | 0.91% | 24 |
|
|
2018
Q4 | $5.65M | Buy |
+57,843
| New | +$5.65M | 0.56% | 39 |
|