Russell Clark Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,000
| Closed | -$1.35M | – | 40 |
|
|
2020
Q1 | $1.35M | Sell |
15,000
-11,700
| -44% | -$1.05M | 2.02% | 23 |
|
|
2019
Q4 | $3.72M | Hold |
26,700
| – | – | 2.9% | 10 |
|
|
2019
Q3 | $3.14M | Buy |
26,700
+3,000
| +13% | +$353K | 2.49% | 11 |
|
|
2019
Q2 | $2.65M | Hold |
23,700
| – | – | 1.69% | 12 |
|
|
2019
Q1 | $2.4M | Buy |
23,700
+5,800
| +32% | +$587K | 0.83% | 22 |
|
|
2018
Q4 | $1.75M | Sell |
17,900
-53,300
| -75% | -$5.2M | 0.63% | 25 |
|
|
2018
Q3 | $8.03M | Sell |
71,200
-32,700
| -31% | -$3.69M | 1.89% | 16 |
|
|
2018
Q2 | $10.8M | Hold |
103,900
| – | – | 2.12% | 17 |
|
|
2018
Q1 | $11.4M | Sell |
103,900
-4,200
| -4% | -$462K | 2.28% | 14 |
|
|
2017
Q4 | $11.6M | Sell |
108,100
-10,000
| -8% | -$1.07M | 2.43% | 13 |
|
|
2017
Q3 | $11.3M | Buy |
118,100
+19,200
| +19% | +$1.83M | 2.51% | 14 |
|
|
2017
Q2 | $9.04M | Sell |
98,900
-9,350
| -9% | -$855K | 2.52% | 15 |
|
|
2017
Q1 | $9.51M | Sell |
108,250
-7,800
| -7% | -$685K | 1.59% | 23 |
|
|
2016
Q4 | $10M | Buy |
+116,050
| New | +$10M | 3.16% | 12 |
|