Fluent Financial’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 |
-2,076
| Closed | -$278K | – | 66 |
|
|
2022
Q4 | $278K | Sell |
2,076
-43,679
| -95% | -$5.86M | 0.17% | 64 |
|
|
2022
Q3 | $4.78M | Buy |
45,755
+4,371
| +11% | +$457K | 2.62% | 9 |
|
|
2022
Q2 | $4.66M | Buy |
41,384
+1,200
| +3% | +$135K | 2.39% | 11 |
|
|
2022
Q1 | $5.47M | Sell |
40,184
-10,766
| -21% | -$1.47M | 2.25% | 11 |
|
|
2021
Q4 | $8.07M | Buy |
50,950
+40,864
| +405% | +$6.47M | 3.29% | 8 |
|
|
2021
Q3 | $1.65M | Buy |
+10,086
| New | +$1.65M | 0.7% | 39 |
|
|
2018
Q3 | – | Sell |
-16,012
| Closed | -$1.67M | – | 75 |
|
|
2018
Q2 | $1.67M | Buy |
16,012
+2,141
| +15% | +$223K | 1.1% | 40 |
|
|
2018
Q1 | $1.53M | Sell |
13,871
-483
| -3% | -$53.2K | 1.06% | 32 |
|
|
2017
Q4 | $1.55M | Buy |
+14,354
| New | +$1.55M | 1.09% | 30 |
|