Berry Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.77M | Buy |
37,549
+608
| +2% | +$77.3K | 2.15% | 15 |
|
|
2020
Q3 | $3.56M | Buy |
36,941
+1,618
| +5% | +$156K | 1.91% | 19 |
|
|
2020
Q2 | $3.32M | Hold |
35,323
| – | – | 2.06% | 18 |
|
|
2020
Q1 | $3.18M | Buy |
35,323
+18,207
| +106% | +$1.64M | 2.4% | 14 |
|
|
2019
Q4 | $2.39M | Buy |
+17,116
| New | +$2.39M | 1.29% | 23 |
|