Machina Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,021
| Closed | -$1.61M | – | 310 |
|
|
2024
Q1 | $1.61M | Buy |
8,021
+5,641
| +237% | +$1.13M | 0.85% | 24 |
|
|
2023
Q4 | $405K | Buy |
+2,380
| New | +$405K | 0.26% | 147 |
|
|
2023
Q2 | – | Sell |
-931
| Closed | -$121K | – | 397 |
|
|
2023
Q1 | $121K | Buy |
+931
| New | +$121K | 0.11% | 251 |
|
|
2022
Q3 | – | Sell |
-4,035
| Closed | -$454K | – | 175 |
|
|
2022
Q2 | $454K | Buy |
+4,035
| New | +$454K | 1.02% | 30 |
|
|
2021
Q2 | – | Sell |
-3,300
| Closed | -$502K | – | 166 |
|
|
2021
Q1 | $502K | Buy |
+3,300
| New | +$502K | 5.71% | 1 |
|
|
2019
Q3 | – | Sell |
-10,714
| Closed | -$1.19M | – | 405 |
|
|
2019
Q2 | $1.19M | Buy |
+10,714
| New | +$1.19M | 0.44% | 74 |
|
|
2019
Q1 | – | Sell |
-14,885
| Closed | -$1.45M | – | 513 |
|
|
2018
Q4 | $1.45M | Buy |
+14,885
| New | +$1.45M | 0.96% | 13 |
|