Corbett Road Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,374
| Closed | -$534K | – | 106 |
|
|
2021
Q4 | $534K | Buy |
3,374
+116
| +4% | +$18.4K | 0.92% | 37 |
|
|
2021
Q3 | $533K | Sell |
3,258
-89
| -3% | -$14.6K | 0.92% | 38 |
|
|
2021
Q2 | $521K | Sell |
3,347
-566
| -14% | -$88.1K | 0.92% | 32 |
|
|
2021
Q1 | $596K | Sell |
3,913
-550
| -12% | -$83.8K | 0.89% | 34 |
|
|
2020
Q4 | $567K | Sell |
4,463
-489
| -10% | -$62.1K | 0.52% | 54 |
|
|
2020
Q3 | $442K | Buy |
4,952
+526
| +12% | +$46.9K | 0.42% | 65 |
|
|
2020
Q2 | $416K | Buy |
+4,426
| New | +$416K | 0.4% | 61 |
|
|
2020
Q1 | – | Sell |
-2,809
| Closed | -$389K | – | 93 |
|
|
2019
Q4 | $389K | Buy |
+2,809
| New | +$389K | 0.38% | 63 |
|