Ergoteles’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,752
| Closed | -$235K | – | 1502 |
|
|
2022
Q4 | $235K | Sell |
1,752
-11,456
| -87% | -$1.54M | 0.01% | 1009 |
|
|
2022
Q3 | $1.38M | Buy |
+13,208
| New | +$1.38M | 0.05% | 373 |
|
|
2021
Q4 | – | Sell |
-210,083
| Closed | -$34.4M | – | 1415 |
|
|
2021
Q3 | $34.4M | Buy |
210,083
+170,968
| +437% | +$28M | 1.26% | 9 |
|
|
2021
Q2 | $6.08M | Buy |
+39,115
| New | +$6.08M | 0.14% | 194 |
|
|
2021
Q1 | – | Sell |
-78,029
| Closed | -$9.92M | – | 932 |
|
|
2020
Q4 | $9.92M | Buy |
+78,029
| New | +$9.92M | 0.33% | 81 |
|