HITE Hedge Asset 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 |
-3,392
| Closed | -$455K | – | 108 |
|
2022
Q4 | $455K | Hold |
3,392
| – | – | 0.04% | 71 |
|
2022
Q3 | $354K | Hold |
3,392
| – | – | 0.03% | 80 |
|
2022
Q2 | $382K | Hold |
3,392
| – | – | 0.04% | 80 |
|
2022
Q1 | $462K | Hold |
3,392
| – | – | 0.04% | 122 |
|
2021
Q4 | $537K | Hold |
3,392
| – | – | 0.06% | 126 |
|
2021
Q3 | $555K | Hold |
3,392
| – | – | 0.07% | 123 |
|
2021
Q2 | $528K | Hold |
3,392
| – | – | 0.07% | 123 |
|
2021
Q1 | $516K | Hold |
3,392
| – | – | 0.08% | 137 |
|
2020
Q4 | $431K | Hold |
3,392
| – | – | 0.1% | 106 |
|
2020
Q3 | $327K | Hold |
3,392
| – | – | 0.1% | 90 |
|
2020
Q2 | $319K | Hold |
3,392
| – | – | 0.12% | 81 |
|
2020
Q1 | $305K | Hold |
3,392
| – | – | 0.1% | 61 |
|
2019
Q4 | $473K | Hold |
3,392
| – | – | 0.09% | 71 |
|
2019
Q3 | $399K | Hold |
3,392
| – | – | 0.08% | 59 |
|
2019
Q2 | $379K | Hold |
3,392
| – | – | 0.06% | 59 |
|
2019
Q1 | $343K | Hold |
3,392
| – | – | 0.05% | 57 |
|
2018
Q4 | $331K | Hold |
3,392
| – | – | 0.06% | 45 |
|
2018
Q3 | $383K | Hold |
3,392
| – | – | 0.06% | 51 |
|
2018
Q2 | $353K | Hold |
3,392
| – | – | 0.06% | 47 |
|
2018
Q1 | $373K | Hold |
3,392
| – | – | 0.08% | 50 |
|
2017
Q4 | $363K | Hold |
3,392
| – | – | 0.06% | 56 |
|
2017
Q3 | $324K | Hold |
3,392
| – | – | 0.08% | 48 |
|
2017
Q2 | $310K | Hold |
3,392
| – | – | 0.1% | 43 |
|
2017
Q1 | $298K | Hold |
3,392
| – | – | 0.07% | 46 |
|
2016
Q4 | $293K | Hold |
3,392
| – | – | 0.08% | 50 |
|
2016
Q3 | $226K | Hold |
3,392
| – | – | 0.07% | 51 |
|
2016
Q2 | $211K | Hold |
3,392
| – | – | 0.09% | 47 |
|
2016
Q1 | $201K | Hold |
3,392
| – | – | 0.09% | 57 |
|
2015
Q4 | $224K | Hold |
3,392
| – | – | 0.1% | 55 |
|
2015
Q3 | $207K | Hold |
3,392
| – | – | 0.09% | 54 |
|
2015
Q2 | $230K | Sell |
3,392
-370
| -10% | -$25.1K | 0.06% | 62 |
|
2015
Q1 | $228K | Hold |
3,762
| – | – | 0.07% | 57 |
|
2014
Q4 | $235K | Hold |
3,762
| – | – | 0.09% | 66 |
|
2014
Q3 | $227K | Hold |
3,762
| – | – | 0.06% | 73 |
|
2014
Q2 | $217K | Buy |
3,762
+190
| +5% | +$11K | 0.07% | 65 |
|
2014
Q1 | $217K | Hold |
3,572
| – | – | 0.07% | 66 |
|
2013
Q4 | $209K | Buy |
+3,572
| New | +$209K | 0.07% | 61 |
|