FMAEN1
Fund Management at Engine No 1’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-41,561
| Closed | -$6.03M | – | 222 |
|
|
2023
Q3 | $6.03M | Buy |
41,561
+3,517
| +9% | +$510K | 0.92% | 22 |
|
|
2023
Q2 | $5.53M | Buy |
38,044
+2,467
| +7% | +$359K | 1.02% | 19 |
|
|
2023
Q1 | $4.64M | Buy |
35,577
+3,288
| +10% | +$428K | 0.93% | 22 |
|
|
2022
Q4 | $4.33M | Buy |
32,289
+4,093
| +15% | +$549K | 1.06% | 18 |
|
|
2022
Q3 | $2.95M | Sell |
28,196
-1,460
| -5% | -$153K | 0.87% | 23 |
|
|
2022
Q2 | $3.34M | Buy |
29,656
+4,637
| +19% | +$522K | 0.88% | 24 |
|
|
2022
Q1 | $3.41M | Buy |
+25,019
| New | +$3.41M | 0.86% | 25 |
|