Odey Holdings (Switzerland)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $761K | Buy |
5,000
+1,000
| +25% | +$152K | 6.85% | 2 |
|
|
2020
Q4 | $508K | Buy |
4,000
+2,000
| +100% | +$254K | 5.23% | 9 |
|
|
2020
Q3 | $193K | Sell |
2,000
-2,000
| -50% | -$193K | 1.68% | 26 |
|
|
2020
Q2 | $376K | Buy |
4,000
+400
| +11% | +$37.6K | 4.01% | 10 |
|
|
2020
Q1 | $324K | Buy |
3,600
+1,800
| +100% | +$162K | 3.95% | 13 |
|
|
2019
Q4 | $251K | Hold |
1,800
| – | – | 8.79% | 5 |
|
|
2019
Q3 | $212K | Hold |
1,800
| – | – | 4.47% | 6 |
|
|
2019
Q2 | $201K | Buy |
1,800
+1,200
| +200% | +$134K | 2.56% | 10 |
|
|
2019
Q1 | $61K | Hold |
600
| – | – | 0.76% | 10 |
|
|
2018
Q4 | $59K | Sell |
600
-450
| -43% | -$44.3K | 4.13% | 12 |
|
|
2018
Q3 | $118K | Hold |
1,050
| – | – | 6.3% | 2 |
|
|
2018
Q2 | $109K | Hold |
1,050
| – | – | 7.12% | 2 |
|
|
2018
Q1 | $115K | Hold |
1,050
| – | – | 9.09% | 2 |
|
|
2017
Q4 | $112K | Hold |
1,050
| – | – | 6.85% | 6 |
|
|
2017
Q3 | $100K | Buy |
+1,050
| New | +$100K | 6.56% | 6 |
|