Derby & Company’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 | $334K | Buy |
2,041
+168
| +9% | +$27.5K | 0.07% | 61 |
|
|
2021
Q2 | $291K | Hold |
1,873
| – | – | 0.06% | 67 |
|
|
2021
Q1 | $285K | Hold |
1,873
| – | – | 0.06% | 69 |
|
|
2020
Q4 | $238K | Buy |
+1,873
| New | +$238K | 0.06% | 66 |
|
|
2020
Q1 | – | Sell |
-1,725
| Closed | -$240K | – | 54 |
|
|
2019
Q4 | $240K | Hold |
1,725
| – | – | 0.09% | 54 |
|
|
2019
Q3 | $203K | Buy |
+1,725
| New | +$203K | 0.1% | 31 |
|
|
2018
Q4 | – | Sell |
-3,362
| Closed | -$379K | – | 26 |
|
|
2018
Q3 | $379K | Hold |
3,362
| – | – | 0.22% | 20 |
|
|
2018
Q2 | $350K | Hold |
3,362
| – | – | 0.21% | 27 |
|
|
2018
Q1 | $370K | Buy |
+3,362
| New | +$370K | 0.24% | 27 |
|