Naman Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50,000
| Closed | -$5.23M | – | 14 |
|
|
2022
Q3 | $5.23M | Hold |
50,000
| – | – | 3.64% | 10 |
|
|
2022
Q2 | $5.63M | Hold |
50,000
| – | – | 4.02% | 9 |
|
|
2022
Q1 | $5.97M | Hold |
50,000
| – | – | 3.89% | 9 |
|
|
2021
Q4 | $7.92M | Hold |
50,000
| – | – | 4.64% | 10 |
|
|
2021
Q3 | $8.19M | Hold |
50,000
| – | – | 5.04% | 10 |
|
|
2021
Q2 | $7.78M | Hold |
50,000
| – | – | 4.05% | 11 |
|
|
2021
Q1 | $7.61M | Sell |
50,000
-25,000
| -33% | -$3.81M | 4.19% | 11 |
|
|
2020
Q4 | $9.53M | Hold |
75,000
| – | – | 6.61% | 8 |
|
|
2020
Q3 | $7.22M | Hold |
75,000
| – | – | 5.59% | 10 |
|
|
2020
Q2 | $7.25M | Hold |
75,000
| – | – | 5.91% | 8 |
|
|
2020
Q1 | $6.75M | Buy |
+75,000
| New | +$6.75M | 6.89% | 9 |
|