Codex Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.21M | Buy |
21,000
+17,700
| +536% | +$3.55M | 2.05% | 21 |
|
|
2023
Q4 | $558K | Buy |
3,300
+300
| +10% | +$50.7K | 0.33% | 36 |
|
|
2023
Q3 | $432K | Sell |
3,000
-500
| -14% | -$72K | 0.28% | 36 |
|
|
2023
Q2 | $509K | Buy |
3,500
+1,500
| +75% | +$218K | 0.33% | 36 |
|
|
2023
Q1 | $266K | Hold |
2,000
| – | – | 0.18% | 36 |
|
|
2022
Q4 | $266K | Hold |
2,000
| – | – | 0.22% | 36 |
|
|
2022
Q3 | $394K | Hold |
2,000
| – | – | 0.34% | 36 |
|
|
2022
Q2 | $279K | Hold |
2,000
| – | – | 0.17% | 36 |
|
|
2022
Q1 | $279K | Hold |
2,000
| – | – | 0.17% | 35 |
|
|
2021
Q4 | $314K | Buy |
2,000
+500
| +33% | +$78.5K | 0.16% | 40 |
|
|
2021
Q3 | $244K | Hold |
1,500
| – | – | 0.13% | 40 |
|
|
2021
Q2 | $232K | Hold |
1,500
| – | – | 0.12% | 42 |
|
|
2021
Q1 | $228K | Buy |
+1,500
| New | +$228K | 0.14% | 35 |
|
|
2020
Q4 | – | Sell |
-2,000
| Closed | -$208K | – | 39 |
|
|
2020
Q3 | $208K | Buy |
+2,000
| New | +$208K | 0.13% | 35 |
|