Covenant Multifamily Offices’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.78M | Buy |
10,574
+264
| +3% | +$44.5K | 0.32% | 56 |
|
|
2021
Q2 | $1.6M | Buy |
10,310
+2,710
| +36% | +$422K | 0.29% | 61 |
|
|
2021
Q1 | $1.16M | Buy |
7,600
+5,527
| +267% | +$841K | 0.24% | 71 |
|
|
2020
Q4 | $263K | Buy |
+2,073
| New | +$263K | 0.05% | 115 |
|
|
2020
Q1 | – | Sell |
-15,074
| Closed | -$177K | – | 153 |
|
|
2019
Q4 | $177K | Buy |
+15,074
| New | +$177K | 0.03% | 172 |
|