CGA
Compound Global Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,991
| Closed | -$4.51M | – | 39 |
|
|
2023
Q2 | $4.51M | Sell |
30,991
-14,825
| -32% | -$2.16M | 1.04% | 33 |
|
|
2023
Q1 | $5.97M | Buy |
45,816
+31,551
| +221% | +$4.11M | 1.52% | 28 |
|
|
2022
Q4 | $1.91M | Buy |
+14,265
| New | +$1.91M | 0.54% | 35 |
|