Karpus Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,709
| Closed | -$260K | – | 312 |
|
|
2021
Q1 | $260K | Buy |
+1,709
| New | +$260K | 0.01% | 275 |
|
|
2019
Q4 | – | Sell |
-2,336
| Closed | -$275K | – | 191 |
|
|
2019
Q3 | $275K | Buy |
2,336
+227
| +11% | +$26.7K | 0.01% | 177 |
|
|
2019
Q2 | $236K | Hold |
2,109
| – | – | 0.01% | 179 |
|
|
2019
Q1 | $222K | Hold |
2,109
| – | – | 0.01% | 196 |
|
|
2018
Q4 | $206K | Hold |
2,109
| – | – | 0.01% | 201 |
|
|
2018
Q3 | $238K | Hold |
2,109
| – | – | 0.01% | 175 |
|
|
2018
Q2 | $224K | Buy |
2,109
+67
| +3% | +$7.12K | 0.01% | 167 |
|
|
2018
Q1 | $225K | Hold |
2,042
| – | – | 0.01% | 162 |
|
|
2017
Q4 | $218K | Buy |
+2,042
| New | +$218K | 0.01% | 142 |
|