Golden Green’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,615
| Closed | -$217K | – | 84 |
|
2022
Q4 | $217K | Buy |
+1,615
| New | +$217K | 0.22% | 71 |
|
2021
Q4 | – | Sell |
-2,608
| Closed | -$427K | – | 136 |
|
2021
Q3 | $427K | Sell |
2,608
-696
| -21% | -$114K | 0.33% | 68 |
|
2021
Q2 | $514K | Buy |
3,304
+8
| +0.2% | +$1.25K | 0.39% | 67 |
|
2021
Q1 | $502K | Buy |
+3,296
| New | +$502K | 0.43% | 70 |
|