Reitz Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,806
| Closed | -$844K | – | 63 |
|
|
2023
Q2 | $844K | Sell |
5,806
-21
| -0.4% | -$3.05K | 0.77% | 19 |
|
|
2023
Q1 | $759K | Sell |
5,827
-235
| -4% | -$30.6K | 0.7% | 19 |
|
|
2022
Q4 | $813K | Buy |
6,062
+10
| +0.2% | +$1.34K | 0.77% | 19 |
|
|
2022
Q3 | $632K | Sell |
6,052
-600
| -9% | -$62.7K | 0.58% | 20 |
|
|
2022
Q2 | $749K | Sell |
6,652
-650
| -9% | -$73.2K | 0.67% | 19 |
|
|
2022
Q1 | $995K | Sell |
7,302
-550
| -7% | -$74.9K | 0.72% | 18 |
|
|
2021
Q4 | $1.22M | Buy |
7,852
+1,325
| +20% | +$206K | 0.86% | 18 |
|
|
2021
Q3 | $1.07M | Sell |
6,527
-1,325
| -17% | -$217K | 0.8% | 17 |
|
|
2021
Q2 | $1.22M | Sell |
7,852
-38
| -0.5% | -$5.91K | 0.86% | 18 |
|
|
2021
Q1 | $1.2M | Buy |
7,890
+75
| +1% | +$11.4K | 0.89% | 17 |
|
|
2020
Q4 | $993K | Sell |
7,815
-10
| -0.1% | -$1.27K | 0.8% | 19 |
|
|
2020
Q3 | $753K | Buy |
7,825
+3,831
| +96% | +$369K | 0.68% | 23 |
|
|
2020
Q2 | $376K | Buy |
3,994
+1,509
| +61% | +$142K | 0.48% | 20 |
|
|
2020
Q1 | $224K | Buy |
+2,485
| New | +$224K | 0.29% | 32 |
|