QFA
Quattro Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40,000
| Closed | -$8.01M | – | 81 |
|
|
2024
Q1 | $8.01M | Buy |
+40,000
| New | +$8.01M | 2.28% | 13 |
|
|
2023
Q4 | – | Sell |
-47,700
| Closed | -$6.92M | – | 84 |
|
|
2023
Q3 | $6.92M | Sell |
47,700
-2,000
| -4% | -$290K | 3.01% | 9 |
|
|
2023
Q2 | $7.23M | Buy |
49,700
+47,700
| +2,385% | +$6.94M | 2.87% | 11 |
|
|
2023
Q1 | $6.48M | Sell |
2,000
-7,500
| -79% | -$24.3M | 2.66% | 12 |
|
|
2022
Q4 | $1.27M | Buy |
9,500
+1,893
| +25% | +$254K | 0.51% | 32 |
|
|
2022
Q3 | $795K | Buy |
+7,607
| New | +$795K | 0.32% | 48 |
|
|
2021
Q4 | – | Sell |
-15,953
| Closed | -$2.7M | – | 107 |
|
|
2021
Q3 | $2.7M | Sell |
15,953
-473
| -3% | -$80.1K | 0.72% | 34 |
|
|
2021
Q2 | $2.56M | Sell |
16,426
-1,877
| -10% | -$293K | 0.68% | 37 |
|
|
2021
Q1 | $2.81M | Buy |
18,303
+741
| +4% | +$114K | 0.64% | 39 |
|
|
2020
Q4 | $2.5M | Sell |
17,562
-183
| -1% | -$26.1K | 0.66% | 28 |
|
|
2020
Q3 | $1.79M | Sell |
17,745
-487
| -3% | -$49.2K | 0.43% | 37 |
|
|
2020
Q2 | $1.67M | Buy |
+18,232
| New | +$1.67M | 0.44% | 30 |
|