FORA Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-52,725
| Closed | -$6.87M | – | 485 |
|
|
2023
Q1 | $6.87M | Buy |
+52,725
| New | +$6.87M | 0.69% | 35 |
|
|
2022
Q3 | – | Sell |
-65,455
| Closed | -$7.37M | – | 490 |
|
|
2022
Q2 | $7.37M | Buy |
+65,455
| New | +$7.37M | 1.47% | 5 |
|
|
2021
Q4 | – | Sell |
-37,037
| Closed | -$6.06M | – | 383 |
|
|
2021
Q3 | $6.06M | Buy |
+37,037
| New | +$6.06M | 1.53% | 7 |
|
|
2021
Q1 | – | Sell |
-24,943
| Closed | -$3.17M | – | 936 |
|
|
2020
Q4 | $3.17M | Buy |
+24,943
| New | +$3.17M | 0.48% | 42 |
|
|
2020
Q2 | – | Sell |
-11,028
| Closed | -$993K | – | 1111 |
|
|
2020
Q1 | $993K | Buy |
+11,028
| New | +$993K | 0.21% | 122 |
|