SAM
Sabadell Asset Management’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $1.64M | Hold |
11,214
| – | – | 0.34% | 57 |
|
2023
Q1 | $1.43M | Sell |
11,214
-40,266
| -78% | -$5.14M | 0.3% | 62 |
|
2022
Q4 | $7.19M | Buy |
51,480
+40,266
| +359% | +$5.62M | 1.49% | 25 |
|
2022
Q3 | $1.24M | Sell |
11,214
-8,123
| -42% | -$897K | 0.27% | 69 |
|
2022
Q2 | $2.09M | Sell |
19,337
-3,023
| -14% | -$326K | 0.44% | 55 |
|
2022
Q1 | $2.93M | Buy |
22,360
+1,274
| +6% | +$167K | 0.51% | 62 |
|
2021
Q4 | $3.55M | Buy |
21,086
+1,798
| +9% | +$302K | 0.57% | 56 |
|
2021
Q3 | $3.16M | Buy |
19,288
+341
| +2% | +$55.8K | 0.54% | 52 |
|
2021
Q2 | $2.95M | Buy |
+18,947
| New | +$2.95M | 0.51% | 64 |
|