Avenir Corporation’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,924
| Closed | -$591K | – | 68 |
|
|
2024
Q2 | $591K | Hold |
2,924
| – | – | 0.06% | 47 |
|
|
2024
Q1 | $586K | Hold |
2,924
| – | – | 0.05% | 47 |
|
|
2023
Q4 | $497K | Hold |
2,924
| – | – | 0.04% | 47 |
|
|
2023
Q3 | $424K | Hold |
2,924
| – | – | 0.04% | 44 |
|
|
2023
Q2 | $425K | Hold |
2,924
| – | – | 0.04% | 48 |
|
|
2023
Q1 | $381K | Hold |
2,924
| – | – | 0.04% | 50 |
|
|
2022
Q4 | $392K | Hold |
2,924
| – | – | 0.04% | 48 |
|
|
2022
Q3 | $306K | Hold |
2,924
| – | – | 0.03% | 51 |
|
|
2022
Q2 | $329K | Hold |
2,924
| – | – | 0.03% | 52 |
|
|
2022
Q1 | $399K | Hold |
2,924
| – | – | 0.03% | 52 |
|
|
2021
Q4 | $463K | Hold |
2,924
| – | – | 0.04% | 51 |
|
|
2021
Q3 | $479K | Hold |
2,924
| – | – | 0.04% | 53 |
|
|
2021
Q2 | $455K | Hold |
2,924
| – | – | 0.04% | 51 |
|
|
2021
Q1 | $445K | Sell |
2,924
-164
| -5% | -$25K | 0.04% | 54 |
|
|
2020
Q4 | $392K | Hold |
3,088
| – | – | 0.04% | 52 |
|
|
2020
Q3 | $297K | Hold |
3,088
| – | – | 0.03% | 59 |
|
|
2020
Q2 | $290K | Sell |
3,088
-140
| -4% | -$13.1K | 0.03% | 57 |
|
|
2020
Q1 | $291K | Buy |
3,228
+164
| +5% | +$14.8K | 0.04% | 57 |
|
|
2019
Q4 | $427K | Buy |
3,064
+1,094
| +56% | +$152K | 0.04% | 59 |
|
|
2019
Q3 | $232K | Hold |
1,970
| – | – | 0.02% | 65 |
|
|
2019
Q2 | $220K | Buy |
+1,970
| New | +$220K | 0.02% | 65 |
|
|
2018
Q4 | – | Sell |
-1,830
| Closed | -$206K | – | 66 |
|
|
2018
Q3 | $206K | Buy |
+1,830
| New | +$206K | 0.02% | 64 |
|
|
2018
Q2 | – | Sell |
-1,830
| Closed | -$201K | – | 69 |
|
|
2018
Q1 | $201K | Buy |
+1,830
| New | +$201K | 0.02% | 65 |
|