CEDRUS’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.03M | Buy |
4,906
+141
| +3% | +$29.7K | 0.38% | 53 |
|
|
2024
Q2 | $964K | Buy |
4,765
+371
| +8% | +$75K | 0.48% | 39 |
|
|
2024
Q1 | $880K | Buy |
4,394
+1,025
| +30% | +$205K | 0.48% | 39 |
|
|
2023
Q4 | $573K | Buy |
3,369
+355
| +12% | +$60.4K | 0.35% | 52 |
|
|
2023
Q3 | $437K | Sell |
3,014
-314
| -9% | -$45.5K | 0.31% | 64 |
|
|
2023
Q2 | $484K | Sell |
3,328
-125
| -4% | -$18.2K | 0.34% | 54 |
|
|
2023
Q1 | $450K | Buy |
3,453
+27
| +0.8% | +$3.52K | 0.32% | 65 |
|
|
2022
Q4 | $459K | Buy |
3,426
+52
| +2% | +$6.97K | 0.37% | 59 |
|
|
2022
Q3 | $353K | Buy |
3,374
+186
| +6% | +$19.4K | 0.33% | 60 |
|
|
2022
Q2 | $359K | Buy |
3,188
+335
| +12% | +$37.7K | 0.35% | 57 |
|
|
2022
Q1 | $389K | Buy |
2,853
+379
| +15% | +$51.7K | 0.35% | 66 |
|
|
2021
Q4 | $392K | Buy |
+2,474
| New | +$392K | 0.38% | 75 |
|