GC
Grace Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $650K | Buy |
4,107
+507
| +14% | +$80.2K | 0.39% | 79 |
|
|
2021
Q3 | $589K | Sell |
3,600
-102
| -3% | -$16.7K | 0.36% | 86 |
|
|
2021
Q2 | $576K | Buy |
3,702
+372
| +11% | +$57.9K | 0.39% | 70 |
|
|
2021
Q1 | $507K | Sell |
3,330
-341
| -9% | -$51.9K | 0.32% | 87 |
|
|
2020
Q4 | $466K | Sell |
3,671
-373
| -9% | -$47.3K | 0.29% | 92 |
|
|
2020
Q3 | $389K | Buy |
4,044
+140
| +4% | +$13.5K | 0.3% | 83 |
|
|
2020
Q2 | $367K | Sell |
3,904
-5,206
| -57% | -$489K | 0.32% | 84 |
|
|
2020
Q1 | $820K | Buy |
9,110
+3,643
| +67% | +$328K | 0.81% | 38 |
|
|
2019
Q4 | $762K | Buy |
5,467
+60
| +1% | +$8.36K | 0.62% | 41 |
|
|
2019
Q3 | $636K | Sell |
5,407
-32,630
| -86% | -$3.84M | 0.64% | 41 |
|
|
2019
Q2 | $4.25M | Sell |
38,037
-10,523
| -22% | -$1.18M | 2.03% | 10 |
|
|
2019
Q1 | $4.92M | Sell |
48,560
-1,058
| -2% | -$107K | 1.92% | 5 |
|
|
2018
Q4 | $4.84M | Sell |
49,618
-11,664
| -19% | -$1.14M | 2.25% | 6 |
|
|
2018
Q3 | $6.92M | Sell |
61,282
-5,530
| -8% | -$624K | 2.71% | 6 |
|
|
2018
Q2 | $6.96M | Sell |
66,812
-3,850
| -5% | -$401K | 2.66% | 6 |
|
|
2018
Q1 | $7.73M | Sell |
70,662
-28,131
| -28% | -$3.08M | 4.12% | 2 |
|
|
2017
Q4 | $10.6M | Buy |
98,793
+2,845
| +3% | +$304K | 3.72% | 3 |
|
|
2017
Q3 | $9.16M | Buy |
95,948
+24,508
| +34% | +$2.34M | 3.33% | 3 |
|
|
2017
Q2 | $6.53M | Sell |
71,440
-1,180
| -2% | -$108K | 2.61% | 4 |
|
|
2017
Q1 | $6.38M | Buy |
72,620
+570
| +0.8% | +$50.1K | 2.62% | 5 |
|
|
2016
Q4 | $6.22M | Buy |
72,050
+66,050
| +1,101% | +$5.7M | 2.82% | 4 |
|
|
2016
Q3 | $400K | Buy |
+6,000
| New | +$400K | 0.17% | 67 |
|