Global Financial Private Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.9M | Buy |
20,208
+821
| +4% | +$77.2K | 0.12% | 156 |
|
|
2020
Q1 | $1.75M | Sell |
19,387
-2,453
| -11% | -$221K | 0.11% | 160 |
|
|
2019
Q4 | $3.05M | Sell |
21,840
-1,915
| -8% | -$267K | 0.15% | 139 |
|
|
2019
Q3 | $2.8M | Sell |
23,755
-2,067
| -8% | -$243K | 0.14% | 147 |
|
|
2019
Q2 | $2.89M | Sell |
25,822
-11,199
| -30% | -$1.25M | 0.14% | 154 |
|
|
2019
Q1 | $3.75M | Buy |
37,021
+2,955
| +9% | +$299K | 0.18% | 125 |
|
|
2018
Q4 | $3.33M | Sell |
34,066
-8,246
| -19% | -$805K | 0.18% | 121 |
|
|
2018
Q3 | $4.77M | Sell |
42,312
-1,070
| -2% | -$121K | 0.17% | 119 |
|
|
2018
Q2 | $4.52M | Sell |
43,382
-7,315
| -14% | -$762K | 0.15% | 116 |
|
|
2018
Q1 | $5.58M | Sell |
50,697
-6,750
| -12% | -$742K | 0.2% | 100 |
|
|
2017
Q4 | $6.14M | Buy |
57,447
+16,485
| +40% | +$1.76M | 0.21% | 90 |
|
|
2017
Q3 | $3.91M | Buy |
40,962
+18,313
| +81% | +$1.75M | 0.14% | 103 |
|
|
2017
Q2 | $2.07M | Buy |
22,649
+2,227
| +11% | +$204K | 0.1% | 109 |
|
|
2017
Q1 | $1.79M | Buy |
+20,422
| New | +$1.79M | 0.09% | 114 |
|