Diversified’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.43M | Buy |
11,514
+117
| +1% | +$24.7K | 0.27% | 36 |
|
|
2024
Q2 | $2.31M | Buy |
11,397
+1,659
| +17% | +$336K | 0.27% | 35 |
|
|
2024
Q1 | $1.95M | Buy |
9,738
+666
| +7% | +$133K | 0.27% | 27 |
|
|
2023
Q4 | $1.54M | Buy |
9,072
+727
| +9% | +$124K | 0.33% | 27 |
|
|
2023
Q3 | $1.21M | Buy |
8,345
+820
| +11% | +$119K | 0.31% | 31 |
|
|
2023
Q2 | $1.09M | Sell |
7,525
-6
| -0.1% | -$873 | 0.28% | 36 |
|
|
2023
Q1 | $981K | Sell |
7,531
-1,573
| -17% | -$205K | 0.35% | 41 |
|
|
2022
Q4 | $1.22M | Buy |
9,104
+1,760
| +24% | +$236K | 0.48% | 32 |
|
|
2022
Q3 | $767K | Buy |
7,344
+1,912
| +35% | +$200K | 0.39% | 38 |
|
|
2022
Q2 | $612K | Sell |
5,432
-188
| -3% | -$21.2K | 0.25% | 47 |
|
|
2022
Q1 | $766K | Buy |
5,620
+56
| +1% | +$7.63K | 0.31% | 53 |
|
|
2021
Q4 | $881K | Buy |
5,564
+8
| +0.1% | +$1.27K | 0.37% | 48 |
|
|
2021
Q3 | $909K | Buy |
5,556
+9
| +0.2% | +$1.47K | 0.48% | 44 |
|
|
2021
Q2 | $863K | Buy |
5,547
+340
| +7% | +$52.9K | 0.48% | 42 |
|
|
2021
Q1 | $793K | Buy |
5,207
+28
| +0.5% | +$4.26K | 0.61% | 35 |
|
|
2020
Q4 | $499K | Buy |
+5,179
| New | +$499K | 0.43% | 44 |
|