MCG
MACRO Consulting Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.69M | Sell |
17,309
-1,827
| -10% | -$284K | 1.39% | 13 |
|
|
2021
Q1 | $2.91M | Sell |
19,136
-424
| -2% | -$64.5K | 1.57% | 13 |
|
|
2020
Q4 | $2.48M | Buy |
19,560
+251
| +1% | +$31.9K | 1.44% | 14 |
|
|
2020
Q3 | $1.89M | Buy |
+19,309
| New | +$1.89M | 1.24% | 22 |
|
|
2020
Q2 | – | Sell |
-2,485
| Closed | -$225K | – | 96 |
|
|
2020
Q1 | $225K | Buy |
2,485
+213
| +9% | +$19.3K | 0.17% | 74 |
|
|
2019
Q4 | $317K | Hold |
2,272
| – | – | 0.25% | 50 |
|
|
2019
Q3 | $266K | Buy |
+2,272
| New | +$266K | 0.23% | 53 |
|