Cedar Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,924
| Closed | -$763K | – | 120 |
|
|
2020
Q3 | $763K | Buy |
7,924
+2,115
| +36% | +$204K | 0.25% | 100 |
|
|
2020
Q2 | $546K | Sell |
5,809
-446
| -7% | -$41.9K | 0.21% | 106 |
|
|
2020
Q1 | $563K | Sell |
6,255
-1,243
| -17% | -$112K | 0.27% | 92 |
|
|
2019
Q4 | $1.05M | Buy |
7,498
+502
| +7% | +$70K | 0.48% | 70 |
|
|
2019
Q3 | $823K | Buy |
6,996
+320
| +5% | +$37.6K | 0.38% | 77 |
|
|
2019
Q2 | $746K | Buy |
6,676
+818
| +14% | +$91.4K | 0.32% | 90 |
|
|
2019
Q1 | $593K | Sell |
5,858
-47
| -0.8% | -$4.76K | 0.26% | 106 |
|
|
2018
Q4 | $576K | Sell |
5,905
-190
| -3% | -$18.5K | 0.29% | 92 |
|
|
2018
Q3 | $688K | Buy |
6,095
+1
| +0% | +$113 | 0.27% | 90 |
|
|
2018
Q2 | $635K | Buy |
6,094
+711
| +13% | +$74.1K | 0.28% | 78 |
|
|
2018
Q1 | $592K | Buy |
5,383
+186
| +4% | +$20.5K | 0.28% | 65 |
|
|
2017
Q4 | $556K | Buy |
5,197
+1,147
| +28% | +$123K | 0.27% | 54 |
|
|
2017
Q3 | $387K | Buy |
4,050
+584
| +17% | +$55.8K | 0.18% | 64 |
|
|
2017
Q2 | $317K | Buy |
3,466
+226
| +7% | +$20.7K | 0.14% | 53 |
|
|
2017
Q1 | $285K | Buy |
+3,240
| New | +$285K | 0.12% | 66 |
|