Sarah T. Connolly’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,415
| Closed | -$1.95M | – | 51 |
|
|
2023
Q3 | $1.95M | Sell |
13,415
-10,665
| -44% | -$1.55M | 1.28% | 31 |
|
|
2023
Q2 | $3.5M | Sell |
24,080
-912
| -4% | -$133K | 2.12% | 11 |
|
|
2023
Q1 | $3.26M | Sell |
24,992
-1,170
| -4% | -$152K | 2.07% | 10 |
|
|
2022
Q4 | $3.51M | Buy |
26,162
+82
| +0.3% | +$11K | 2.38% | 9 |
|
|
2022
Q3 | $2.73M | Buy |
26,080
+2,083
| +9% | +$218K | 2% | 11 |
|
|
2022
Q2 | $2.7M | Buy |
23,997
+197
| +0.8% | +$22.2K | 1.84% | 15 |
|
|
2022
Q1 | $3.24M | Buy |
23,800
+906
| +4% | +$123K | 1.9% | 13 |
|
|
2021
Q4 | $3.63M | Buy |
22,894
+7,231
| +46% | +$1.14M | 2.02% | 12 |
|
|
2021
Q3 | $2.56M | Sell |
15,663
-208
| -1% | -$34K | 2.11% | 12 |
|
|
2021
Q2 | $2.47M | Sell |
15,871
-120
| -0.8% | -$18.7K | 2.02% | 11 |
|
|
2021
Q1 | $2.43M | Sell |
15,991
-1,197
| -7% | -$182K | 2.16% | 11 |
|
|
2020
Q4 | $2.18M | Buy |
+17,188
| New | +$2.18M | 2% | 11 |
|