Grisanti Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.02M | Buy |
22,415
+21,559
| +2,519% | +$1.94M | 1.24% | 24 |
|
|
2019
Q4 | $119K | Sell |
856
-14
| -2% | -$1.95K | 0.06% | 47 |
|
|
2019
Q3 | $102K | Buy |
870
+265
| +44% | +$31.1K | 0.06% | 44 |
|
|
2019
Q2 | $68K | Sell |
605
-80
| -12% | -$8.99K | 0.04% | 53 |
|
|
2019
Q1 | $69K | Hold |
685
| – | – | 0.04% | 56 |
|
|
2018
Q4 | $67K | Hold |
685
| – | – | 0.04% | 50 |
|
|
2018
Q3 | $77K | Buy |
685
+145
| +27% | +$16.3K | 0.04% | 52 |
|
|
2018
Q2 | $56K | Sell |
540
-230
| -30% | -$23.9K | 0.02% | 64 |
|
|
2018
Q1 | $85K | Sell |
770
-175
| -19% | -$19.3K | 0.04% | 51 |
|
|
2017
Q4 | $101K | Hold |
945
| – | – | 0.04% | 52 |
|
|
2017
Q3 | $90K | Buy |
+945
| New | +$90K | 0.04% | 51 |
|
|
2014
Q3 | – | Sell |
-100,468
| Closed | -$5.79M | – | 65 |
|
|
2014
Q2 | $5.79M | Sell |
100,468
-114,925
| -53% | -$6.62M | 2.44% | 19 |
|
|
2014
Q1 | $13.1M | Sell |
215,393
-3,240
| -1% | -$197K | 5.7% | 5 |
|
|
2013
Q4 | $12.8M | Sell |
218,633
-26,050
| -11% | -$1.52M | 5.5% | 5 |
|
|
2013
Q3 | $12.6M | Sell |
244,683
-51,606
| -17% | -$2.67M | 5.83% | 4 |
|
|
2013
Q2 | $16.3M | Buy |
+296,289
| New | +$16.3M | 7.48% | 3 |
|