MMC
Mizuho Markets Cayman’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-932
| Closed | -$197K | – | 24 |
|
|
2024
Q3 | $197K | Sell |
932
-10
| -1% | -$2.11K | 0.82% | 19 |
|
|
2024
Q2 | $191K | Sell |
942
-526
| -36% | -$106K | 0.85% | 20 |
|
|
2024
Q1 | $285K | Buy |
+1,468
| New | +$285K | 0.16% | 34 |
|
|
2023
Q4 | – | Sell |
-7,211
| Closed | -$1.05M | – | 32 |
|
|
2023
Q3 | $1.05M | Buy |
+7,211
| New | +$1.05M | 0.42% | 25 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 65 |
|
|
2023
Q1 | – | Sell |
-11,190
| Closed | -$1.5M | – | 91 |
|
|
2022
Q4 | $1.5M | Sell |
11,190
-7,400
| -40% | -$992K | 0.18% | 28 |
|
|
2022
Q3 | $1.94M | Sell |
18,590
-2,177
| -10% | -$228K | 0.18% | 28 |
|
|
2022
Q2 | $2.34M | Buy |
20,767
+7,020
| +51% | +$791K | 0.26% | 27 |
|
|
2022
Q1 | $1.87M | Buy |
13,747
+3,440
| +33% | +$469K | 0.15% | 30 |
|
|
2021
Q4 | $1.63M | Buy |
+10,307
| New | +$1.63M | 0.12% | 32 |
|
|
2021
Q3 | – | Sell |
-4,937
| Closed | -$768K | – | 57 |
|
|
2021
Q2 | $768K | Sell |
4,937
-2,036
| -29% | -$317K | 0.11% | 38 |
|
|
2021
Q1 | $1.06M | Buy |
+6,973
| New | +$1.06M | 0.12% | 28 |
|