KI
Kapitalo Investimentos’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-391
| Closed | -$66.5K | – | 413 |
|
|
2023
Q4 | $66.5K | Buy |
391
+30
| +8% | +$5.1K | 0.01% | 436 |
|
|
2023
Q3 | $52.4K | Sell |
361
-713
| -66% | -$103K | 0.01% | 471 |
|
|
2023
Q2 | $156K | Buy |
+1,074
| New | +$156K | 0.03% | 288 |
|
|
2021
Q4 | – | Sell |
-8,500
| Closed | -$1.39M | – | 39 |
|
|
2021
Q3 | $1.39M | Buy |
+8,500
| New | +$1.39M | 0.74% | 22 |
|