PS
Portfolio Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-382,549
| Closed | -$76.6M | – | 83 |
|
|
2024
Q1 | $76.6M | Buy |
+382,549
| New | +$76.6M | 5.21% | 5 |
|
|
2018
Q4 | – | Sell |
-233
| Closed | -$26K | – | 121 |
|
|
2018
Q3 | $26K | Sell |
233
-493
| -68% | -$55K | 0.02% | 96 |
|
|
2018
Q2 | $76K | Buy |
726
+3
| +0.4% | +$314 | 0.05% | 58 |
|
|
2018
Q1 | $80K | Buy |
723
+2
| +0.3% | +$221 | 0.06% | 57 |
|
|
2017
Q4 | $77K | Buy |
+721
| New | +$77K | 0.05% | 64 |
|