Pantheon Investment Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$2.41M Buy
15,153
+51
+0.3% +$8.09K 1.89% 12
2021
Q3
$2.47M Buy
15,102
+29
+0.2% +$4.74K 2.12% 9
2021
Q2
$2.34M Buy
15,073
+62
+0.4% +$9.64K 1.96% 12
2021
Q1
$2.29M Sell
15,011
-482
-3% -$73.4K 2.19% 10
2020
Q4
$1.97M Sell
15,493
-4,367
-22% -$555K 2.15% 10
2020
Q3
$1.91M Buy
19,860
+789
+4% +$76K 2.28% 11
2020
Q2
$1.79M Sell
19,071
-4,386
-19% -$413K 2.25% 11
2020
Q1
$2.12M Buy
23,457
+1,940
+9% +$175K 3.18% 10
2019
Q4
$2.99M Buy
+21,517
New +$2.99M 2.81% 10