CA
Capitolis Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-247,928
| Closed | -$25.9M | – | 35 |
|
|
2022
Q3 | $25.9M | Hold |
247,928
| – | – | 1.84% | 20 |
|
|
2022
Q2 | $27.9M | Sell |
247,928
-4,685
| -2% | -$528K | 1.46% | 20 |
|
|
2022
Q1 | $34.4M | Sell |
252,613
-333,141
| -57% | -$45.4M | 1.73% | 20 |
|
|
2021
Q4 | $92.8M | Sell |
585,754
-110,223
| -16% | -$17.5M | 0.55% | 43 |
|
|
2021
Q3 | $116M | Sell |
695,977
-2,211
| -0.3% | -$368K | 1.05% | 21 |
|
|
2021
Q2 | $109M | Buy |
698,188
+283,492
| +68% | +$44.1M | 1.28% | 15 |
|
|
2021
Q1 | $63.1M | Sell |
414,696
-229,724
| -36% | -$35M | 1.09% | 19 |
|
|
2020
Q4 | $81.9M | Buy |
+644,420
| New | +$81.9M | 1.37% | 14 |
|