Emerald Mutual Fund Advisers Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,217
| Closed | -$337K | – | 229 |
|
|
2021
Q1 | $337K | Sell |
2,217
-290
| -12% | -$44.1K | 0.01% | 194 |
|
|
2020
Q4 | $319K | Buy |
2,507
+962
| +62% | +$122K | 0.01% | 202 |
|
|
2020
Q3 | $149K | Sell |
1,545
-26
| -2% | -$2.51K | 0.01% | 248 |
|
|
2020
Q2 | $148K | Buy |
+1,571
| New | +$148K | 0.01% | 243 |
|
|
2020
Q1 | – | Sell |
-989
| Closed | -$138K | – | 276 |
|
|
2019
Q4 | $138K | Buy |
+989
| New | +$138K | 0.01% | 214 |
|