Perpetual Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.79M | Sell |
13,321
-1,666
| -11% | -$223K | 0.21% | 76 |
|
|
2022
Q3 | $1.57M | Hold |
14,987
| – | – | 0.23% | 74 |
|
|
2022
Q2 | $1.69M | Buy |
14,987
+3,611
| +32% | +$407K | 0.25% | 84 |
|
|
2022
Q1 | $1.55M | Sell |
11,376
-15
| -0.1% | -$2.05K | 0.19% | 108 |
|
|
2021
Q4 | $1.8M | Sell |
11,391
-867
| -7% | -$137K | 0.21% | 109 |
|
|
2021
Q3 | $2.01M | Hold |
12,258
| – | – | 0.25% | 104 |
|
|
2021
Q2 | $1.91M | Sell |
12,258
-2,613
| -18% | -$406K | 0.27% | 104 |
|
|
2021
Q1 | $2.26M | Buy |
14,871
+60
| +0.4% | +$9.11K | 0.38% | 65 |
|
|
2020
Q4 | $1.86M | Buy |
+14,811
| New | +$1.86M | 0.27% | 88 |
|