Kemnay Advisory Services’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 |
-106,628
| Closed | -$11.1M | – | 30 |
|
|
2022
Q3 | $11.1M | Sell |
106,628
-47,319
| -31% | -$4.95M | 3.58% | 16 |
|
|
2022
Q2 | $17.3M | Hold |
153,947
| – | – | 4.21% | 7 |
|
|
2022
Q1 | $21M | Hold |
153,947
| – | – | 3.74% | 13 |
|
|
2021
Q4 | $24.4M | Buy |
153,947
+31,447
| +26% | +$4.98M | 3.42% | 14 |
|
|
2021
Q3 | $20.1M | Hold |
122,500
| – | – | 2.63% | 18 |
|
|
2021
Q2 | $19.1M | Hold |
122,500
| – | – | 2.26% | 18 |
|
|
2021
Q1 | $18.6M | Hold |
122,500
| – | – | 2.6% | 16 |
|
|
2020
Q4 | $15.6M | Hold |
122,500
| – | – | 1.97% | 16 |
|
|
2020
Q3 | $11.8M | Hold |
122,500
| – | – | 1.64% | 21 |
|
|
2020
Q2 | $11.5M | Buy |
+122,500
| New | +$11.5M | 1.7% | 21 |
|
|
2019
Q1 | – | Sell |
-11,331
| Closed | -$1.11M | – | 154 |
|
|
2018
Q4 | $1.11M | Sell |
11,331
-163
| -1% | -$15.9K | 0.41% | 74 |
|
|
2018
Q3 | $1.3M | Sell |
11,494
-701
| -6% | -$79.1K | 0.4% | 87 |
|
|
2018
Q2 | $1.27M | Buy |
12,195
+659
| +6% | +$68.7K | 0.4% | 86 |
|
|
2018
Q1 | $1.27M | Sell |
11,536
-613
| -5% | -$67.4K | 0.55% | 39 |
|
|
2017
Q4 | $1.3M | Buy |
12,149
+3,570
| +42% | +$382K | 0.58% | 45 |
|
|
2017
Q3 | $819K | Sell |
8,579
-271
| -3% | -$25.9K | 0.35% | 52 |
|
|
2017
Q2 | $809K | Buy |
+8,850
| New | +$809K | 0.47% | 44 |
|