O'Shares Investment Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-16,902
| Closed | -$2.3M | – | 122 |
|
|
2022
Q1 | $2.3M | Buy |
16,902
+945
| +6% | +$129K | 0.18% | 143 |
|
|
2021
Q4 | $2.53M | Buy |
15,957
+1,155
| +8% | +$183K | 0.18% | 157 |
|
|
2021
Q3 | $2.42M | Sell |
14,802
-17,955
| -55% | -$2.94M | 0.18% | 152 |
|
|
2021
Q2 | $5.1M | Buy |
32,757
+800
| +3% | +$124K | 0.36% | 86 |
|
|
2021
Q1 | $4.87M | Sell |
31,957
-100
| -0.3% | -$15.2K | 0.36% | 87 |
|
|
2020
Q4 | $4.07M | Buy |
32,057
+2,901
| +10% | +$369K | 0.31% | 92 |
|
|
2020
Q3 | $2.81M | Buy |
29,156
+8,575
| +42% | +$826K | 0.29% | 93 |
|
|
2020
Q2 | $1.94M | Buy |
+20,581
| New | +$1.94M | 0.24% | 104 |
|