JSMC
Jess S. Morgan & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-28,972
| Closed | -$4.59M | – | 45 |
|
|
2021
Q4 | $4.59M | Buy |
28,972
+255
| +0.9% | +$40.4K | 2.82% | 18 |
|
|
2021
Q3 | $4.7M | Buy |
28,717
+1,343
| +5% | +$220K | 3.1% | 8 |
|
|
2021
Q2 | $4.26M | Sell |
27,374
-328
| -1% | -$51K | 2.8% | 18 |
|
|
2021
Q1 | $4.22M | Sell |
27,702
-896
| -3% | -$136K | 2.95% | 10 |
|
|
2020
Q4 | $3.63M | Buy |
28,598
+1,927
| +7% | +$245K | 2.89% | 14 |
|
|
2020
Q3 | $2.57M | Buy |
26,671
+1,205
| +5% | +$116K | 2.56% | 25 |
|
|
2020
Q2 | $2.4M | Buy |
25,466
+722
| +3% | +$67.9K | 2.6% | 21 |
|
|
2020
Q1 | $2.23M | Buy |
24,744
+4,703
| +23% | +$423K | 2.9% | 23 |
|
|
2019
Q4 | $2.79M | Buy |
+20,041
| New | +$2.79M | 2.74% | 19 |
|