Cerebellum’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $65K | Sell |
672
-445
| -40% | -$43K | 0.3% | 78 |
|
2020
Q2 | $119K | Buy |
+1,117
| New | +$119K | 0.08% | 319 |
|
2019
Q2 | – | Sell |
-3,159
| Closed | -$320K | – | 481 |
|
2019
Q1 | $320K | Buy |
+3,159
| New | +$320K | 0.28% | 254 |
|
2018
Q2 | – | Sell |
-1,111
| Closed | -$122K | – | 467 |
|
2018
Q1 | $122K | Sell |
1,111
-6
| -0.5% | -$659 | 0.16% | 339 |
|
2017
Q4 | $119K | Buy |
+1,117
| New | +$119K | 0.08% | 319 |
|