Equitec Proprietary Markets’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 |
-9,700
| Closed | -$1.41M | – | 88 |
|
|
2023
Q3 | $1.41M | Buy |
+9,700
| New | +$1.41M | 0.35% | 13 |
|
|
2022
Q3 | – | Sell |
-7,500
| Closed | -$845K | – | 189 |
|
|
2022
Q2 | $845K | Buy |
+7,500
| New | +$845K | 0.24% | 32 |
|
|
2022
Q1 | – | Sell |
-1,757
| Closed | -$278K | – | 281 |
|
|
2021
Q4 | $278K | Buy |
+1,757
| New | +$278K | 0.04% | 56 |
|
|
2015
Q1 | – | Sell |
-33,747
| Closed | -$2.11M | – | 265 |
|
|
2014
Q4 | $2.11M | Buy |
+33,747
| New | +$2.11M | 0.09% | 21 |
|