Foresight Global Investors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,445
| Closed | -$1.15M | – | 29 |
|
|
2024
Q3 | $1.15M | Sell |
5,445
-2,625
| -33% | -$554K | 0.62% | 29 |
|
|
2024
Q2 | $1.63M | Hold |
8,070
| – | – | 0.78% | 15 |
|
|
2024
Q1 | $1.62M | Hold |
8,070
| – | – | 0.8% | 15 |
|
|
2023
Q4 | $1.37M | Sell |
8,070
-2,642
| -25% | -$449K | 0.79% | 17 |
|
|
2023
Q3 | $1.55M | Sell |
10,712
-3,420
| -24% | -$496K | 0.86% | 19 |
|
|
2023
Q2 | $2.06M | Hold |
14,132
| – | – | 1.11% | 13 |
|
|
2023
Q1 | $1.84M | Buy |
+14,132
| New | +$1.84M | 1.32% | 11 |
|