ER
Enlightenment Research’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,400
| Closed | -$608K | – | 124 |
|
|
2022
Q2 | $608K | Sell |
5,400
-2,607
| -33% | -$294K | 1.31% | 24 |
|
|
2022
Q1 | $1.09M | Buy |
8,007
+6,707
| +516% | +$915K | 1.45% | 16 |
|
|
2021
Q4 | $206K | Buy |
+1,300
| New | +$206K | 0.29% | 113 |
|
|
2021
Q1 | – | Sell |
-9,900
| Closed | -$1.26M | – | 163 |
|
|
2020
Q4 | $1.26M | Buy |
9,900
+4,300
| +77% | +$546K | 1.78% | 17 |
|
|
2020
Q3 | $539K | Buy |
+5,600
| New | +$539K | 1.59% | 17 |
|
|
2019
Q4 | – | Sell |
-4,201
| Closed | -$494K | – | 89 |
|
|
2019
Q3 | $494K | Buy |
+4,201
| New | +$494K | 1.1% | 30 |
|
|
2019
Q1 | – | Sell |
-700
| Closed | -$68K | – | 387 |
|
|
2018
Q4 | $68K | Buy |
+700
| New | +$68K | 0.08% | 242 |
|