FundX Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,817
| Closed | -$671K | – | 57 |
|
|
2019
Q4 | $671K | Hold |
4,817
| – | – | 0.18% | 41 |
|
|
2019
Q3 | $567K | Hold |
4,817
| – | – | 0.2% | 30 |
|
|
2019
Q2 | $539K | Hold |
4,817
| – | – | 0.22% | 34 |
|
|
2019
Q1 | $488K | Hold |
4,817
| – | – | 0.17% | 38 |
|
|
2018
Q4 | $470K | Hold |
4,817
| – | – | 0.18% | 39 |
|
|
2018
Q3 | $544K | Hold |
4,817
| – | – | 0.3% | 27 |
|
|
2018
Q2 | $502K | Hold |
4,817
| – | – | 0.25% | 28 |
|
|
2018
Q1 | $530K | Hold |
4,817
| – | – | 0.28% | 28 |
|
|
2017
Q4 | $515K | Hold |
4,817
| – | – | 0.26% | 30 |
|
|
2017
Q3 | $460K | Hold |
4,817
| – | – | 0.19% | 25 |
|
|
2017
Q2 | $440K | Hold |
4,817
| – | – | 0.18% | 28 |
|
|
2017
Q1 | $423K | Hold |
4,817
| – | – | 0.18% | 38 |
|
|
2016
Q4 | $416K | Hold |
4,817
| – | – | 0.15% | 35 |
|
|
2016
Q3 | $321K | Buy |
+4,817
| New | +$321K | 0.08% | 42 |
|