Credit Capital Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,300
| Closed | -$1.49M | – | 52 |
|
|
2023
Q3 | $1.49M | Sell |
10,300
-6,200
| -38% | -$899K | 1.98% | 17 |
|
|
2023
Q2 | $2.4M | Sell |
16,500
-6,000
| -27% | -$873K | 3.13% | 14 |
|
|
2023
Q1 | $2.93M | Hold |
22,500
| – | – | 3.8% | 9 |
|
|
2022
Q4 | $3.02M | Buy |
+22,500
| New | +$3.02M | 4.37% | 8 |
|
|
2022
Q3 | – | Sell |
-22,500
| Closed | -$2.53M | – | 64 |
|
|
2022
Q2 | $2.53M | Buy |
22,500
+1,500
| +7% | +$169K | 2.88% | 13 |
|
|
2022
Q1 | $2.86M | Buy |
21,000
+1,000
| +5% | +$136K | 2.65% | 13 |
|
|
2021
Q4 | $3.17M | Hold |
20,000
| – | – | 3.08% | 11 |
|
|
2021
Q3 | $3.27M | Sell |
20,000
-8,000
| -29% | -$1.31M | 3.55% | 12 |
|
|
2021
Q2 | $4.36M | Sell |
28,000
-2,500
| -8% | -$389K | 3.76% | 10 |
|
|
2021
Q1 | $4.64M | Sell |
30,500
-545
| -2% | -$83K | 5.21% | 9 |
|
|
2020
Q4 | $3.95M | Buy |
31,045
+545
| +2% | +$69.3K | 5.1% | 9 |
|
|
2020
Q3 | $2.94M | Hold |
30,500
| – | – | 5.09% | 8 |
|
|
2020
Q2 | $2.87M | Buy |
+30,500
| New | +$2.87M | 5.27% | 7 |
|