Capital One Financial’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$609K Sell
4,467
-5,088
-53% -$694K 0.43% 48
2021
Q4
$1.51M Buy
9,555
+100
+1% +$15.8K 0.18% 64
2021
Q3
$1.55M Hold
9,455
0.19% 59
2021
Q2
$1.47M Sell
9,455
-115
-1% -$17.9K 0.18% 58
2021
Q1
$1.46M Sell
9,570
-1,749
-15% -$266K 0.19% 51
2020
Q4
$1.44M Sell
11,319
-3,076
-21% -$391K 0.19% 54
2020
Q3
$1.39M Sell
14,395
-3,668
-20% -$353K 0.18% 66
2020
Q2
$1.7M Sell
18,063
-3,426
-16% -$322K 0.23% 69
2020
Q1
$1.94M Buy
+21,489
New +$1.94M 0.31% 64