Bernzott Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-34,623
| Closed | -$5.89M | – | 41 |
|
|
2023
Q4 | $5.89M | Sell |
34,623
-11,074
| -24% | -$1.88M | 2.3% | 25 |
|
|
2023
Q3 | $6.63M | Sell |
45,697
-7,357
| -14% | -$1.07M | 2.28% | 23 |
|
|
2023
Q2 | $7.72M | Sell |
53,054
-1,423
| -3% | -$207K | 1.67% | 30 |
|
|
2023
Q1 | $7.1M | Sell |
54,477
-13,577
| -20% | -$1.77M | 1.47% | 39 |
|
|
2022
Q4 | $9.13M | Buy |
68,054
+3,203
| +5% | +$430K | 1.18% | 39 |
|
|
2022
Q3 | $6.78M | Buy |
64,851
+40,221
| +163% | +$4.2M | 0.93% | 44 |
|
|
2022
Q2 | $2.77M | Buy |
+24,630
| New | +$2.77M | 0.31% | 46 |
|