Heard Capital LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,300
| Closed | -$292K | – | 25 |
|
|
2020
Q4 | $292K | Sell |
2,300
-2,370
| -51% | -$301K | 0.1% | 23 |
|
|
2020
Q3 | $450K | Buy |
4,670
+2,333
| +100% | +$225K | 0.19% | 19 |
|
|
2020
Q2 | $220K | Buy |
2,337
+637
| +37% | +$59.9K | 0.11% | 19 |
|
|
2020
Q1 | $153K | Buy |
+1,700
| New | +$153K | 0.09% | 19 |
|