CF
Cantor Fitzgerald’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-390,700
| Closed | -$56.7M | – | 402 |
|
|
2023
Q3 | $56.7M | Sell |
390,700
-10,161
| -3% | -$1.47M | 1.52% | 7 |
|
|
2023
Q2 | $58.3M | Sell |
400,861
-335
| -0.1% | -$48.7K | 1.33% | 9 |
|
|
2023
Q1 | $52.3M | Buy |
401,196
+407
| +0.1% | +$53K | 1.11% | 12 |
|
|
2022
Q4 | $53.7M | Sell |
400,789
-2,606
| -0.6% | -$349K | 1.16% | 10 |
|
|
2022
Q3 | $42.2M | Sell |
403,395
-94,897
| -19% | -$9.92M | 0.92% | 16 |
|
|
2022
Q2 | $56.1M | Buy |
+498,292
| New | +$56.1M | 1.09% | 8 |
|