Passive Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,377
| Closed | -$1.35M | – | 54 |
|
|
2023
Q1 | $1.35M | Buy |
10,377
+105
| +1% | +$13.7K | 0.59% | 24 |
|
|
2022
Q4 | $1.38M | Hold |
10,272
| – | – | 0.63% | 22 |
|
|
2022
Q3 | $1.07M | Hold |
10,272
| – | – | 0.57% | 25 |
|
|
2022
Q2 | $1.16M | Sell |
10,272
-9,845
| -49% | -$1.11M | 0.59% | 22 |
|
|
2022
Q1 | $2.74M | Hold |
20,117
| – | – | 1.47% | 15 |
|
|
2021
Q4 | $3.19M | Buy |
+20,117
| New | +$3.19M | 1.8% | 9 |
|