Bontempo Ohly Capital Management’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 |
-15,836
| Closed | -$2.69M | – | 37 |
|
|
2023
Q4 | $2.69M | Sell |
15,836
-77
| -0.5% | -$13.1K | 1.31% | 24 |
|
|
2023
Q3 | $2.31M | Sell |
15,913
-25
| -0.2% | -$3.63K | 1.26% | 24 |
|
|
2023
Q2 | $2.32M | Sell |
15,938
-177
| -1% | -$25.7K | 1.13% | 25 |
|
|
2023
Q1 | $2.1M | Buy |
+16,115
| New | +$2.1M | 1.04% | 25 |
|
|
2020
Q1 | – | Sell |
-18,446
| Closed | -$2.57M | – | 34 |
|
|
2019
Q4 | $2.57M | Sell |
18,446
-116
| -0.6% | -$16.2K | 1.71% | 24 |
|
|
2019
Q3 | $2.19M | Buy |
18,562
+153
| +0.8% | +$18K | 1.56% | 26 |
|
|
2019
Q2 | $2.06M | Buy |
18,409
+234
| +1% | +$26.2K | 1.49% | 25 |
|
|
2019
Q1 | $1.84M | Buy |
+18,175
| New | +$1.84M | 1.33% | 28 |
|