Rhenman & Partners Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,723
| Closed | -$162K | – | 89 |
|
|
2020
Q2 | $162K | Buy |
+1,723
| New | +$162K | 0.02% | 88 |
|
|
2020
Q1 | – | Sell |
-2,095
| Closed | -$292K | – | 91 |
|
|
2019
Q4 | $292K | Sell |
2,095
-377
| -15% | -$52.5K | 0.03% | 86 |
|
|
2019
Q3 | $291K | Hold |
2,472
| – | – | 0.04% | 84 |
|
|
2019
Q2 | $276K | Sell |
2,472
-275
| -10% | -$30.7K | 0.03% | 83 |
|
|
2019
Q1 | $278K | Hold |
2,747
| – | – | 0.03% | 88 |
|
|
2018
Q4 | $268K | Sell |
2,747
-979
| -26% | -$95.5K | 0.03% | 83 |
|
|
2018
Q3 | $420K | Sell |
3,726
-509
| -12% | -$57.4K | 0.04% | 76 |
|
|
2018
Q2 | $441K | Sell |
4,235
-1,156
| -21% | -$120K | 0.05% | 76 |
|
|
2018
Q1 | $593K | Buy |
5,391
+873
| +19% | +$96K | 0.07% | 78 |
|
|
2017
Q4 | $483K | Sell |
4,518
-1,123
| -20% | -$120K | 0.07% | 84 |
|
|
2017
Q3 | $539K | Buy |
5,641
+804
| +17% | +$76.8K | 0.07% | 83 |
|
|
2017
Q2 | $442K | Hold |
4,837
| – | – | 0.06% | 89 |
|
|
2017
Q1 | $425K | Buy |
4,837
+750
| +18% | +$65.9K | 0.07% | 87 |
|
|
2016
Q4 | $353K | Buy |
4,087
+1,399
| +52% | +$121K | 0.07% | 91 |
|
|
2016
Q3 | $179K | Buy |
+2,688
| New | +$179K | 0.03% | 105 |
|