La Financiere de L'Echiquier’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-28,700
| Closed | -$3.91M | – | 95 |
|
|
2022
Q1 | $3.91M | Sell |
28,700
-6,000
| -17% | -$818K | 0.16% | 66 |
|
|
2021
Q4 | $5.5M | Sell |
34,700
-7,300
| -17% | -$1.16M | 0.19% | 59 |
|
|
2021
Q3 | $6.88M | Sell |
42,000
-4,000
| -9% | -$655K | 0.23% | 62 |
|
|
2021
Q2 | $7.16M | Buy |
46,000
+6,000
| +15% | +$933K | 0.27% | 59 |
|
|
2021
Q1 | $6.09M | Sell |
40,000
-4,000
| -9% | -$609K | 0.25% | 61 |
|
|
2020
Q4 | $5.59M | Hold |
44,000
| – | – | 0.27% | 57 |
|
|
2020
Q3 | $4.24M | Buy |
44,000
+9,000
| +26% | +$866K | 0.29% | 44 |
|
|
2020
Q2 | $3.29M | Buy |
35,000
+8,000
| +30% | +$752K | 0.26% | 44 |
|
|
2020
Q1 | $2.43M | Buy |
27,000
+6,000
| +29% | +$540K | 0.29% | 41 |
|
|
2019
Q4 | $2.93M | Hold |
21,000
| – | – | 0.35% | 28 |
|
|
2019
Q3 | $2.47M | Sell |
21,000
-1,000
| -5% | -$118K | 0.3% | 25 |
|
|
2019
Q2 | $2.46M | Hold |
22,000
| – | – | 0.36% | 26 |
|
|
2019
Q1 | $2.23M | Buy |
22,000
+2,000
| +10% | +$202K | 0.37% | 27 |
|
|
2018
Q4 | $1.95M | Buy |
+20,000
| New | +$1.95M | 0.38% | 26 |
|