MAM
Myriad Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-107,055
| Closed | -$17M | – | 103 |
|
|
2021
Q4 | $17M | Buy |
107,055
+5,800
| +6% | +$918K | 1.84% | 14 |
|
|
2021
Q3 | $16.6M | Buy |
101,255
+88,430
| +690% | +$14.5M | 1.71% | 13 |
|
|
2021
Q2 | $2M | Buy |
+12,825
| New | +$2M | 0.15% | 79 |
|
|
2014
Q1 | – | Sell |
-70,400
| Closed | -$4.12M | – | 38 |
|
|
2013
Q4 | $4.12M | Buy |
+70,400
| New | +$4.12M | 1.06% | 24 |
|
|
2013
Q3 | – | Sell |
-202,500
| Closed | -$10.7M | – | 14 |
|
|
2013
Q2 | $10.7M | Buy |
+202,500
| New | +$10.7M | 12.31% | 2 |
|