EMFO LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.13M | Buy |
15,486
+375
| +2% | +$75.8K | 2.8% | 6 |
|
|
2024
Q1 | $3.03M | Sell |
15,111
-875
| -5% | -$175K | 2.77% | 6 |
|
|
2023
Q4 | $2.72M | Sell |
15,986
-3,000
| -16% | -$510K | 2.51% | 6 |
|
|
2023
Q3 | $2.75M | Sell |
18,986
-8,127
| -30% | -$1.18M | 2.59% | 7 |
|
|
2023
Q2 | $3.94M | Sell |
27,113
-125
| -0.5% | -$18.2K | 3.58% | 4 |
|
|
2023
Q1 | $3.55M | Buy |
27,238
+4,610
| +20% | +$601K | 3.35% | 6 |
|
|
2022
Q4 | $3.03M | Hold |
22,628
| – | – | 3.04% | 6 |
|
|
2022
Q3 | $2.37M | Buy |
22,628
+5,508
| +32% | +$576K | 2.25% | 7 |
|
|
2022
Q2 | $1.93M | Hold |
17,120
| – | – | 1.96% | 16 |
|
|
2022
Q1 | $2.33M | Hold |
17,120
| – | – | 2.12% | 12 |
|
|
2021
Q4 | $2.71M | Hold |
17,120
| – | – | 2.39% | 8 |
|
|
2021
Q3 | $2.8M | Sell |
17,120
-300
| -2% | -$49.1K | 2.47% | 4 |
|
|
2021
Q2 | $2.71M | Buy |
+17,420
| New | +$2.71M | 2.37% | 6 |
|