Fernwood Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,007
| Closed | -$204K | – | 201 |
|
|
2024
Q2 | $204K | Sell |
1,007
-14
| -1% | -$2.83K | 0.06% | 190 |
|
|
2024
Q1 | $205K | Buy |
+1,021
| New | +$205K | 0.06% | 192 |
|
|
2023
Q1 | – | Sell |
-1,608
| Closed | -$216K | – | 188 |
|
|
2022
Q4 | $216K | Buy |
+1,608
| New | +$216K | 0.09% | 169 |
|
|
2022
Q1 | – | Sell |
-1,549
| Closed | -$245K | – | 209 |
|
|
2021
Q4 | $245K | Buy |
1,549
+120
| +8% | +$19K | 0.08% | 175 |
|
|
2021
Q3 | $234K | Sell |
1,429
-54
| -4% | -$8.84K | 0.08% | 178 |
|
|
2021
Q2 | $231K | Buy |
+1,483
| New | +$231K | 0.08% | 181 |
|
|
2019
Q4 | – | Sell |
-5,462
| Closed | -$643K | – | 175 |
|
|
2019
Q3 | $643K | Buy |
+5,462
| New | +$643K | 0.32% | 84 |
|
|
2014
Q1 | – | Sell |
-10,650
| Closed | -$623K | – | 121 |
|
|
2013
Q4 | $623K | Buy |
+10,650
| New | +$623K | 0.41% | 65 |
|