Gantzert Investment Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.41M | Sell |
25,020
-505
| -2% | -$48.6K | 2.18% | 20 |
|
|
2020
Q2 | $2.4M | Sell |
25,525
-1,630
| -6% | -$153K | 2.35% | 20 |
|
|
2020
Q1 | $2.45M | Buy |
27,155
+1,500
| +6% | +$135K | 2.62% | 17 |
|
|
2019
Q4 | $3.58M | Buy |
25,655
+45
| +0.2% | +$6.27K | 3.27% | 11 |
|
|
2019
Q3 | $3.01M | Buy |
25,610
+2,441
| +11% | +$287K | 2.95% | 11 |
|
|
2019
Q2 | $2.59M | Buy |
23,169
+175
| +0.8% | +$19.6K | 2.55% | 15 |
|
|
2019
Q1 | $2.33M | Sell |
22,994
-75
| -0.3% | -$7.59K | 2.36% | 16 |
|
|
2018
Q4 | $2.25M | Buy |
+23,069
| New | +$2.25M | 2.51% | 17 |
|