Prana 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28,523
| Closed | -$2.98M | – | 107 |
|
|
2022
Q3 | $2.98M | Buy |
+28,523
| New | +$2.98M | 0.2% | 61 |
|
|
2022
Q2 | – | Sell |
-499,824
| Closed | -$68.1M | – | 97 |
|
|
2022
Q1 | $68.1M | Buy |
+499,824
| New | +$68.1M | 5.42% | 3 |
|
|
2021
Q3 | – | Sell |
-326,619
| Closed | -$50.8M | – | 81 |
|
|
2021
Q2 | $50.8M | Buy |
+326,619
| New | +$50.8M | 3.46% | 8 |
|
|
2020
Q4 | – | Sell |
-83,110
| Closed | -$8M | – | 74 |
|
|
2020
Q3 | $8M | Sell |
83,110
-57,765
| -41% | -$5.56M | 1.39% | 24 |
|
|
2020
Q2 | $13.3M | Buy |
+140,875
| New | +$13.3M | 1.8% | 19 |
|
|
2019
Q2 | – | Sell |
-138,435
| Closed | -$13.9M | – | 63 |
|
|
2019
Q1 | $13.9M | Buy |
+138,435
| New | +$13.9M | 2.14% | 22 |
|