BPGAM
BTG Pactual Global Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.38M | Buy |
+6,907
| New | +$1.38M | 0.23% | 53 |
|
|
2022
Q3 | – | Sell |
-8,127
| Closed | -$915K | – | 65 |
|
|
2022
Q2 | $915K | Buy |
+8,127
| New | +$915K | 0.17% | 38 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 62 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 53 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 76 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 68 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 74 |
|
|
2020
Q3 | – | Sell |
-5,051
| Closed | -$475K | – | 71 |
|
|
2020
Q2 | $475K | Buy |
+5,051
| New | +$475K | 0.07% | 42 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 80 |
|
|
2019
Q4 | – | Sell |
-11,710
| Closed | -$1.38M | – | 69 |
|
|
2019
Q3 | $1.38M | Buy |
+11,710
| New | +$1.38M | 0.61% | 20 |
|
|
2016
Q4 | – | Sell |
-8,150
| Closed | -$543K | – | 46 |
|
|
2016
Q3 | $543K | Buy |
+8,150
| New | +$543K | 0.35% | 45 |
|
|
2015
Q4 | – | Sell |
-7,600
| Closed | -$463K | – | 68 |
|
|
2015
Q3 | $463K | Buy |
+7,600
| New | +$463K | 0.04% | 147 |
|