QCM Cayman’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,560
| Closed | -$213K | – | 67 |
|
|
2022
Q1 | $213K | Buy |
+1,560
| New | +$213K | 0.93% | 58 |
|
|
2018
Q2 | – | Sell |
-3,957
| Closed | -$435K | – | 131 |
|
|
2018
Q1 | $435K | Buy |
+3,957
| New | +$435K | 1.13% | 24 |
|
|
2017
Q3 | – | Sell |
-3,033
| Closed | -$277K | – | 196 |
|
|
2017
Q2 | $277K | Buy |
+3,033
| New | +$277K | 0.63% | 72 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 240 |
|
|
2016
Q3 | – | Sell |
-3,900
| Closed | -$242K | – | 239 |
|
|
2016
Q2 | $242K | Buy |
+3,900
| New | +$242K | 0.11% | 138 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 167 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 209 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 219 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 168 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 217 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 214 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 55 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 99 |
|