Caption 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
Q2 | – | Sell |
-6,900
| Closed | -$1.38M | – | 632 |
|
|
2024
Q1 | $1.38M | Buy |
+6,900
| New | +$1.38M | 0.02% | 134 |
|
|
2023
Q1 | – | Sell |
-500
| Closed | -$67.1K | – | 601 |
|
|
2022
Q4 | $67.1K | Buy |
+500
| New | +$67.1K | ﹤0.01% | 359 |
|
|
2022
Q3 | – | Sell |
-1,738
| Closed | -$196K | – | 706 |
|
|
2022
Q2 | $196K | Buy |
+1,738
| New | +$196K | ﹤0.01% | 362 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 761 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 764 |
|