Liontrust Investment Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-25,000
| Closed | -$3.35M | – | 218 |
|
|
2022
Q4 | $3.35M | Hold |
25,000
| – | – | 0.06% | 111 |
|
|
2022
Q3 | $2.61M | Hold |
25,000
| – | – | 0.04% | 176 |
|
|
2022
Q2 | $2.82M | Hold |
25,000
| – | – | 0.04% | 180 |
|
|
2022
Q1 | $3.41M | Sell |
25,000
-95,000
| -79% | -$13M | 0.04% | 134 |
|
|
2021
Q4 | $19M | Buy |
120,000
+7,000
| +6% | +$1.11M | 0.23% | 53 |
|
|
2021
Q3 | $18.5M | Buy |
+113,000
| New | +$18.5M | 0.26% | 53 |
|
|
2020
Q4 | $14.2M | Buy |
+111,700
| New | +$14.2M | 0.29% | 56 |
|