Horiko 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,600
| Closed | -$253K | – | 22 |
|
|
2021
Q4 | $253K | Hold |
1,600
| – | – | 0.09% | 19 |
|
|
2021
Q3 | $262K | Hold |
1,600
| – | – | 0.1% | 20 |
|
|
2021
Q2 | $249K | Sell |
1,600
-4,100
| -72% | -$638K | 0.09% | 19 |
|
|
2021
Q1 | $868K | Hold |
5,700
| – | – | 0.39% | 17 |
|
|
2020
Q4 | $724K | Hold |
5,700
| – | – | 0.37% | 18 |
|
|
2020
Q3 | $549K | Hold |
5,700
| – | – | 0.32% | 19 |
|
|
2020
Q2 | $536K | Hold |
5,700
| – | – | 0.36% | 19 |
|
|
2020
Q1 | $513K | Hold |
5,700
| – | – | 0.45% | 21 |
|
|
2019
Q4 | $795K | Buy |
5,700
+500
| +10% | +$69.7K | 0.54% | 21 |
|
|
2019
Q3 | $612K | Hold |
5,200
| – | – | 0.46% | 23 |
|
|
2019
Q2 | $581K | Hold |
5,200
| – | – | 0.44% | 23 |
|
|
2019
Q1 | $526K | Buy |
+5,200
| New | +$526K | 0.43% | 23 |
|