JBJ Investment Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.28M | Sell |
14,400
-3,438
| -19% | -$544K | 0.47% | 15 |
|
|
2021
Q3 | $2.92M | Hold |
17,838
| – | – | 0.61% | 14 |
|
|
2021
Q2 | $2.78M | Sell |
17,838
-1,899
| -10% | -$295K | 0.57% | 15 |
|
|
2021
Q1 | $3.01M | Sell |
19,737
-2,368
| -11% | -$361K | 0.66% | 15 |
|
|
2020
Q4 | $2.81M | Sell |
22,105
-204
| -0.9% | -$25.9K | 0.64% | 14 |
|
|
2020
Q3 | $2.15M | Buy |
22,309
+2,166
| +11% | +$209K | 0.56% | 17 |
|
|
2020
Q2 | $1.9M | Buy |
20,143
+8,869
| +79% | +$834K | 0.54% | 20 |
|
|
2020
Q1 | $1.02M | Sell |
11,274
-7,050
| -38% | -$635K | 0.36% | 22 |
|
|
2019
Q4 | $2.55M | Buy |
18,324
+357
| +2% | +$49.8K | 0.78% | 13 |
|
|
2019
Q3 | $2.12M | Buy |
17,967
+2,518
| +16% | +$296K | 0.71% | 13 |
|
|
2019
Q2 | $1.73M | Buy |
15,449
+2,373
| +18% | +$265K | 0.62% | 13 |
|
|
2019
Q1 | $1.32M | Buy |
+13,076
| New | +$1.32M | 0.5% | 16 |
|