Ratan 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
Q1 | – | Sell |
-4,000
| Closed | -$633K | – | 49 |
|
|
2021
Q4 | $633K | Hold |
4,000
| – | – | 0.1% | 55 |
|
|
2021
Q3 | $655K | Hold |
4,000
| – | – | 0.08% | 82 |
|
|
2021
Q2 | $622K | Hold |
4,000
| – | – | 0.05% | 95 |
|
|
2021
Q1 | $609K | Sell |
4,000
-38,848
| -91% | -$5.91M | 0.07% | 95 |
|
|
2020
Q4 | $5.45M | Hold |
42,848
| – | – | 0.64% | 54 |
|
|
2020
Q3 | $4.13M | Buy |
+42,848
| New | +$4.13M | 0.61% | 55 |
|