Echo Street Capital Management’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 |
-2,614
| Closed | -$379K | – | 225 |
|
|
2023
Q3 | $379K | Buy |
+2,614
| New | +$379K | ﹤0.01% | 328 |
|
|
2023
Q2 | – | Sell |
-1,810
| Closed | -$236K | – | 531 |
|
|
2023
Q1 | $236K | Buy |
+1,810
| New | +$236K | ﹤0.01% | 430 |
|
|
2022
Q3 | – | Sell |
-4,498
| Closed | -$507K | – | 626 |
|
|
2022
Q2 | $507K | Buy |
4,498
+2,318
| +106% | +$261K | ﹤0.01% | 312 |
|
|
2022
Q1 | $297K | Sell |
2,180
-2,748
| -56% | -$374K | ﹤0.01% | 503 |
|
|
2021
Q4 | $780K | Buy |
4,928
+1,917
| +64% | +$303K | 0.01% | 314 |
|
|
2021
Q3 | $493K | Sell |
3,011
-2,419
| -45% | -$396K | ﹤0.01% | 415 |
|
|
2021
Q2 | $845K | Buy |
5,430
+4,105
| +310% | +$639K | 0.01% | 227 |
|
|
2021
Q1 | $202K | Buy |
+1,325
| New | +$202K | ﹤0.01% | 487 |
|