Pariax’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-26,078
| Closed | -$3.5M | – | 16 |
|
2022
Q4 | $3.5M | Sell |
26,078
-23,342
| -47% | -$3.13M | 4.34% | 13 |
|
2022
Q3 | $5.16M | Buy |
49,420
+439
| +0.9% | +$45.9K | 5.93% | 5 |
|
2022
Q2 | $5.52M | Buy |
48,981
+5,510
| +13% | +$621K | 6.09% | 5 |
|
2022
Q1 | $5.93M | Buy |
+43,471
| New | +$5.93M | 5.59% | 8 |
|