Codex Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.21M | Buy |
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|
2023
Q4 | $558K | Buy |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $266K | Hold |
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|
2022
Q3 | $394K | Hold |
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|
2022
Q2 | $279K | Hold |
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|
2022
Q1 | $279K | Hold |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $232K | Hold |
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|
2021
Q1 | $228K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $208K | Buy |
|