Elequin Capital’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 | – | Sell |
-45
| Closed | -$9.1K | – | 425 |
|
|
2024
Q2 | $9.1K | Buy |
+45
| New | +$9.1K | ﹤0.01% | 131 |
|
|
2024
Q1 | – | Sell |
-2,040
| Closed | -$347K | – | 374 |
|
|
2023
Q4 | $347K | Buy |
2,040
+398
| +24% | +$67.7K | 0.1% | 75 |
|
|
2023
Q3 | $238K | Buy |
+1,642
| New | +$238K | 0.05% | 96 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$391 | – | 580 |
|
|
2023
Q1 | $391 | Buy |
+3
| New | +$391 | ﹤0.01% | 281 |
|
|
2022
Q2 | – | Sell |
-17
| Closed | -$2K | – | 415 |
|
|
2022
Q1 | $2K | Sell |
17
-6
| -26% | -$706 | ﹤0.01% | 260 |
|
|
2021
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 19 |
|