Beck Bode LLC’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 |
-62,533
| Closed | -$12.6M | – | 117 |
|
|
2024
Q2 | $12.6M | Buy |
+62,533
| New | +$12.6M | 2.54% | 14 |
|
|
2021
Q3 | – | Sell |
-1,094
| Closed | -$170K | – | 187 |
|
|
2021
Q2 | $170K | Buy |
+1,094
| New | +$170K | 0.05% | 83 |
|
|
2020
Q4 | – | Sell |
-1,377
| Closed | -$133K | – | 145 |
|
|
2020
Q3 | $133K | Buy |
+1,377
| New | +$133K | 0.05% | 68 |
|
|
2020
Q1 | – | Sell |
-2,102
| Closed | -$293K | – | 69 |
|
|
2019
Q4 | $293K | Sell |
2,102
-270
| -11% | -$37.6K | 0.12% | 62 |
|
|
2019
Q3 | $279K | Sell |
2,372
-25
| -1% | -$2.94K | 0.12% | 61 |
|
|
2019
Q2 | $268K | Sell |
2,397
-178
| -7% | -$19.9K | 0.12% | 58 |
|
|
2019
Q1 | $261K | Sell |
2,575
-45
| -2% | -$4.56K | 0.13% | 60 |
|
|
2018
Q4 | $256K | Buy |
+2,620
| New | +$256K | 0.14% | 62 |
|