Karp 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
Q4 | – | Sell |
-7,272
| Closed | -$760K | – | 66 |
|
|
2022
Q3 | $760K | Sell |
7,272
-26,270
| -78% | -$2.75M | 0.16% | 80 |
|
|
2022
Q2 | $3.78M | Sell |
33,542
-3,146
| -9% | -$354K | 0.67% | 57 |
|
|
2022
Q1 | $5M | Sell |
36,688
-8,019
| -18% | -$1.09M | 0.73% | 52 |
|
|
2021
Q4 | $7.08M | Buy |
44,707
+5,248
| +13% | +$831K | 0.89% | 43 |
|
|
2021
Q3 | $6.46M | Buy |
39,459
+1,857
| +5% | +$304K | 0.91% | 43 |
|
|
2021
Q2 | $5.85M | Buy |
37,602
+2,374
| +7% | +$369K | 0.87% | 40 |
|
|
2021
Q1 | $5.36M | Buy |
35,228
+2,794
| +9% | +$425K | 0.97% | 36 |
|
|
2020
Q4 | $4.12M | Sell |
32,434
-7
| -0% | -$889 | 0.85% | 47 |
|
|
2020
Q3 | $3.12M | Sell |
32,441
-9,463
| -23% | -$911K | 0.76% | 46 |
|
|
2020
Q2 | $3.94M | Buy |
41,904
+2,315
| +6% | +$218K | 1.09% | 36 |
|
|
2020
Q1 | $3.56M | Buy |
39,589
+3,996
| +11% | +$360K | 1.17% | 35 |
|
|
2019
Q4 | $4.96M | Buy |
35,593
+606
| +2% | +$84.5K | 1.31% | 35 |
|
|
2019
Q3 | $4.12M | Buy |
34,987
+360
| +1% | +$42.4K | 1.2% | 38 |
|
|
2019
Q2 | $3.87M | Buy |
34,627
+1,317
| +4% | +$147K | 1.23% | 35 |
|
|
2019
Q1 | $3.37M | Buy |
33,310
+1,362
| +4% | +$138K | 1.2% | 33 |
|
|
2018
Q4 | $3.12M | Buy |
31,948
+5,357
| +20% | +$523K | 1.49% | 23 |
|
|
2018
Q3 | $3M | Buy |
26,591
+1,839
| +7% | +$207K | 1.03% | 39 |
|
|
2018
Q2 | $2.58M | Buy |
24,752
+884
| +4% | +$92.1K | 1.01% | 41 |
|
|
2018
Q1 | $2.63M | Buy |
23,868
+3,502
| +17% | +$385K | 1.06% | 39 |
|
|
2017
Q4 | $2.18M | Buy |
20,366
+662
| +3% | +$70.8K | 0.92% | 44 |
|
|
2017
Q3 | $1.88M | Buy |
19,704
+841
| +4% | +$80.3K | 0.87% | 48 |
|
|
2017
Q2 | $1.72M | Buy |
+18,863
| New | +$1.72M | 0.85% | 48 |
|
|
2015
Q1 | – | Sell |
-4,550
| Closed | -$285K | – | 369 |
|
|
2014
Q4 | $285K | Buy |
+4,550
| New | +$285K | 0.21% | 87 |
|