CCM
Cobalt Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,638
| Closed | -$2.56M | – | 35 |
|
|
2023
Q1 | $2.56M | Buy |
+19,638
| New | +$2.56M | 0.93% | 21 |
|
|
2020
Q2 | – | Sell |
-29,000
| Closed | -$2.61M | – | 34 |
|
|
2020
Q1 | $2.61M | Buy |
+29,000
| New | +$2.61M | 1.36% | 20 |
|
|
2015
Q1 | – | Sell |
-193,000
| Closed | -$12.1M | – | 75 |
|
|
2014
Q4 | $12.1M | Buy |
+193,000
| New | +$12.1M | 1.47% | 25 |
|
|
2014
Q2 | – | Sell |
-300,000
| Closed | -$18.2M | – | 68 |
|
|
2014
Q1 | $18.2M | Sell |
300,000
-68,000
| -18% | -$4.13M | 1.53% | 28 |
|
|
2013
Q4 | $21.5M | Buy |
+368,000
| New | +$21.5M | 2.13% | 16 |
|