Global Endowment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,920
| Closed | -$326K | – | 128 |
|
|
2019
Q2 | $326K | Sell |
2,920
-4,480
| -61% | -$500K | 0.03% | 139 |
|
|
2019
Q1 | $749K | Buy |
+7,400
| New | +$749K | 0.11% | 143 |
|
|
2018
Q3 | – | Sell |
-3,140
| Closed | -$327K | – | 232 |
|
|
2018
Q2 | $327K | Buy |
3,140
+260
| +9% | +$27.1K | 0.04% | 193 |
|
|
2018
Q1 | $317K | Hold |
2,880
| – | – | 0.05% | 190 |
|
|
2017
Q4 | $308K | Sell |
2,880
-1,200
| -29% | -$128K | 0.04% | 177 |
|
|
2017
Q3 | $390K | Sell |
4,080
-300
| -7% | -$28.7K | 0.06% | 191 |
|
|
2017
Q2 | $400K | Hold |
4,380
| – | – | 0.05% | 189 |
|
|
2017
Q1 | $385K | Buy |
+4,380
| New | +$385K | 0.06% | 191 |
|