CA
Claar Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,800
| Closed | -$3.8M | – | 23 |
|
|
2024
Q2 | $3.8M | Sell |
18,800
-20,000
| -52% | -$4.05M | 1.22% | 20 |
|
|
2024
Q1 | $7.77M | Hold |
38,800
| – | – | 2.5% | 15 |
|
|
2023
Q4 | $6.6M | Hold |
38,800
| – | – | 2.34% | 17 |
|
|
2023
Q3 | $5.63M | Hold |
38,800
| – | – | 2.23% | 17 |
|
|
2023
Q2 | $5.64M | Hold |
38,800
| – | – | 2.14% | 18 |
|
|
2023
Q1 | $5.06M | Buy |
+38,800
| New | +$5.06M | 2.05% | 19 |
|
|
2020
Q1 | – | Sell |
-20,000
| Closed | -$2.79K | – | 36 |
|
|
2019
Q4 | $2.79K | Buy |
+20,000
| New | +$2.79K | 0.98% | 22 |
|
|
2017
Q3 | – | Sell |
-100,000
| Closed | -$9.14M | – | 39 |
|
|
2017
Q2 | $9.14M | Buy |
+100,000
| New | +$9.14M | 2.6% | 16 |
|