PagnatoKarp Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,011
| Closed | -$1.44M | – | 77 |
|
|
2020
Q1 | $1.44M | Sell |
16,011
-649
| -4% | -$58.4K | 0.36% | 45 |
|
|
2019
Q4 | $2.32M | Sell |
16,660
-820
| -5% | -$114K | 0.4% | 37 |
|
|
2019
Q3 | $2.06M | Buy |
17,480
+3,615
| +26% | +$425K | 0.41% | 39 |
|
|
2019
Q2 | $1.55M | Sell |
13,865
-1,773
| -11% | -$198K | 0.33% | 42 |
|
|
2019
Q1 | $1.58M | Buy |
15,638
+4,751
| +44% | +$481K | 0.35% | 43 |
|
|
2018
Q4 | $1.06M | Sell |
10,887
-2,935
| -21% | -$287K | 0.23% | 55 |
|
|
2018
Q3 | $1.56M | Buy |
13,822
+428
| +3% | +$48.3K | 0.46% | 36 |
|
|
2018
Q2 | $1.4M | Sell |
13,394
-1,165
| -8% | -$121K | 0.44% | 38 |
|
|
2018
Q1 | $1.6M | Buy |
14,559
+1,084
| +8% | +$119K | 0.68% | 25 |
|
|
2017
Q4 | $1.44M | Buy |
13,475
+895
| +7% | +$95.7K | 0.42% | 36 |
|
|
2017
Q3 | $1.2M | Buy |
12,580
+528
| +4% | +$50.4K | 0.3% | 44 |
|
|
2017
Q2 | $1.1M | Buy |
12,052
+627
| +5% | +$57.3K | 0.33% | 44 |
|
|
2017
Q1 | $1M | Sell |
11,425
-1,972
| -15% | -$173K | 0.29% | 45 |
|
|
2016
Q4 | $1.16M | Buy |
+13,397
| New | +$1.16M | 0.35% | 42 |
|