Pine Valley Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.3M | Sell |
55,399
-2,849
| -5% | -$683K | 0.79% | 25 |
|
|
2024
Q3 | $12.3M | Sell |
58,248
-134
| -0.2% | -$28.3K | 0.74% | 24 |
|
|
2024
Q2 | $11.8M | Buy |
58,382
+1,115
| +2% | +$226K | 0.77% | 26 |
|
|
2024
Q1 | $11.5M | Sell |
57,267
-1,587
| -3% | -$318K | 0.77% | 25 |
|
|
2023
Q4 | $10M | Buy |
58,854
+8,820
| +18% | +$1.5M | 0.72% | 25 |
|
|
2023
Q3 | $7.26M | Buy |
50,034
+1,278
| +3% | +$185K | 0.66% | 29 |
|
|
2023
Q2 | $7.09M | Buy |
48,756
+23,987
| +97% | +$3.49M | 0.69% | 30 |
|
|
2023
Q1 | $2.49M | Buy |
+24,769
| New | +$2.49M | 0.37% | 55 |
|