Petrus Trust Company’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 | – | Sell |
-3,266
| Closed | -$341K | – | 513 |
|
|
2022
Q3 | $341K | Buy |
3,266
+1,044
| +47% | +$109K | 0.05% | 60 |
|
|
2022
Q2 | $250K | Buy |
+2,222
| New | +$250K | 0.04% | 52 |
|
|
2022
Q1 | – | Sell |
-1,650
| Closed | -$261K | – | 116 |
|
|
2021
Q4 | $261K | Buy |
+1,650
| New | +$261K | 0.03% | 58 |
|