Maverick 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 |
-2,263
| Closed | -$453K | – | 380 |
|
|
2024
Q1 | $453K | Sell |
2,263
-1,312
| -37% | -$263K | 0.01% | 240 |
|
|
2023
Q4 | $608K | Buy |
+3,575
| New | +$608K | 0.01% | 165 |
|
|
2021
Q2 | – | Sell |
-4,453
| Closed | -$678K | – | 770 |
|
|
2021
Q1 | $678K | Buy |
4,453
+3,795
| +577% | +$578K | 0.01% | 346 |
|
|
2020
Q4 | $84K | Sell |
658
-808
| -55% | -$103K | ﹤0.01% | 598 |
|
|
2020
Q3 | $141K | Sell |
1,466
-9,001
| -86% | -$866K | ﹤0.01% | 508 |
|
|
2020
Q2 | $985K | Buy |
10,467
+5,207
| +99% | +$490K | 0.02% | 328 |
|
|
2020
Q1 | $474K | Buy |
+5,260
| New | +$474K | 0.01% | 391 |
|
|
2019
Q2 | – | Sell |
-133,570
| Closed | -$13.5M | – | 317 |
|
|
2019
Q1 | $13.5M | Buy |
+133,570
| New | +$13.5M | 0.18% | 69 |
|