OAM
Optimal Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.62M | Buy |
9,883
+12
| +0.1% | +$1.97K | 0.2% | 170 |
|
|
2021
Q2 | $1.54M | Sell |
9,871
-1
| -0% | -$156 | 0.18% | 189 |
|
|
2021
Q1 | $1.5M | Sell |
9,872
-3,100
| -24% | -$472K | 0.19% | 179 |
|
|
2020
Q4 | $1.65M | Sell |
12,972
-4
| -0% | -$508 | 0.23% | 147 |
|
|
2020
Q3 | $1.25M | Sell |
12,976
-1,587
| -11% | -$153K | 0.18% | 181 |
|
|
2020
Q2 | $1.37M | Sell |
14,563
-6,485
| -31% | -$610K | 0.22% | 153 |
|
|
2020
Q1 | $1.9K | Buy |
21,048
+13,835
| +192% | +$1.25K | 0.18% | 195 |
|
|
2019
Q4 | $1.01M | Buy |
+7,213
| New | +$1.01M | 0.15% | 239 |
|