Harvest Volatility 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
Q3 | – | Sell |
-6,673
| Closed | -$971K | – | 71 |
|
|
2023
Q2 | $971K | Sell |
6,673
-47
| -0.7% | -$6.84K | 0.19% | 95 |
|
|
2023
Q1 | $865K | Sell |
6,720
-710
| -10% | -$91.4K | 0.17% | 105 |
|
|
2022
Q4 | $996K | Sell |
7,430
-1,378
| -16% | -$185K | 0.2% | 100 |
|
|
2022
Q3 | $935K | Sell |
8,808
-495
| -5% | -$52.5K | 0.16% | 108 |
|
|
2022
Q2 | $1.05M | Buy |
9,303
+934
| +11% | +$105K | 0.17% | 107 |
|
|
2022
Q1 | $1.14M | Buy |
8,369
+5,196
| +164% | +$708K | 0.13% | 111 |
|
|
2021
Q4 | $502 | Buy |
+3,173
| New | +$502 | ﹤0.01% | 129 |
|