Morgens Waterfall Vintiadis & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,893
| Closed | -$350K | – | 35 |
|
|
2020
Q1 | $350K | Sell |
3,893
-682
| -15% | -$61.3K | 0.33% | 30 |
|
|
2019
Q4 | $638K | Hold |
4,575
| – | – | 0.43% | 38 |
|
|
2019
Q3 | $538K | Hold |
4,575
| – | – | 0.41% | 42 |
|
|
2019
Q2 | $511K | Hold |
4,575
| – | – | 0.35% | 46 |
|
|
2019
Q1 | $463K | Hold |
4,575
| – | – | 0.33% | 53 |
|
|
2018
Q4 | $447K | Sell |
4,575
-7,000
| -60% | -$684K | 0.4% | 52 |
|
|
2018
Q3 | $1.31M | Buy |
11,575
+7,000
| +153% | +$790K | 0.85% | 35 |
|
|
2018
Q2 | $477K | Sell |
4,575
-5,000
| -52% | -$521K | 0.34% | 52 |
|
|
2018
Q1 | $1.05M | Buy |
9,575
+5,000
| +109% | +$550K | 0.8% | 36 |
|
|
2017
Q4 | $489K | Buy |
+4,575
| New | +$489K | 0.38% | 49 |
|
|
2015
Q4 | – | Sell |
-100,000
| Closed | -$6.1M | – | 41 |
|
|
2015
Q3 | $6.1M | Sell |
100,000
-15,000
| -13% | -$915K | 3.36% | 3 |
|
|
2015
Q2 | $7.79M | Buy |
+115,000
| New | +$7.79M | 4.9% | 3 |
|
|
2014
Q1 | – | Sell |
-65,000
| Closed | -$3.8M | – | 45 |
|
|
2013
Q4 | $3.8M | Buy |
+65,000
| New | +$3.8M | 2.6% | 13 |
|
|
2013
Q3 | – | Sell |
-75,000
| Closed | -$3.96M | – | 46 |
|
|
2013
Q2 | $3.96M | Buy |
+75,000
| New | +$3.96M | 3.02% | 13 |
|