Guild Investment Management’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 |
-16,875
| Closed | -$2.26M | – | 61 |
|
|
2022
Q4 | $2.26M | Sell |
16,875
-630
| -4% | -$84.5K | 3.87% | 4 |
|
|
2022
Q3 | $1.83M | Buy |
17,505
+9,870
| +129% | +$1.03M | 3.14% | 7 |
|
|
2022
Q2 | $880K | Buy |
7,635
+4,903
| +179% | +$565K | 1.33% | 31 |
|
|
2022
Q1 | $372K | Hold |
2,732
| – | – | 0.38% | 52 |
|
|
2021
Q4 | $433K | Sell |
2,732
-45
| -2% | -$7.13K | 0.44% | 50 |
|
|
2021
Q3 | $455K | Hold |
2,777
| – | – | 0.44% | 50 |
|
|
2021
Q2 | $432K | Buy |
2,777
+2
| +0.1% | +$311 | 0.42% | 49 |
|
|
2021
Q1 | $422K | Buy |
+2,775
| New | +$422K | 0.45% | 48 |
|