D. Scott Neal’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,360
| Closed | -$231K | – | 63 |
|
|
2023
Q4 | $231K | Buy |
+1,360
| New | +$231K | 0.21% | 55 |
|
|
2018
Q2 | – | Sell |
-457
| Closed | -$50K | – | 117 |
|
|
2018
Q1 | $50K | Buy |
457
+124
| +37% | +$13.6K | 0.03% | 78 |
|
|
2017
Q4 | $36K | Hold |
333
| – | – | 0.02% | 89 |
|
|
2017
Q3 | $32K | Buy |
333
+166
| +99% | +$16K | 0.02% | 94 |
|
|
2017
Q2 | $15K | Hold |
167
| – | – | 0.01% | 133 |
|
|
2017
Q1 | $15K | Hold |
167
| – | – | 0.01% | 111 |
|
|
2016
Q4 | $14K | Buy |
+167
| New | +$14K | 0.01% | 105 |
|