SC
Slow Capital’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-1,851
| Closed | -$178K | – | 229 |
|
2020
Q3 | $178K | Sell |
1,851
-3,866
| -68% | -$372K | 0.05% | 171 |
|
2020
Q2 | $538K | Sell |
5,717
-8,781
| -61% | -$826K | 0.16% | 130 |
|
2020
Q1 | $1.31M | Buy |
14,498
+3,286
| +29% | +$296K | 0.49% | 80 |
|
2019
Q4 | $1.56M | Sell |
11,212
-764
| -6% | -$107K | 0.48% | 75 |
|
2019
Q3 | $1.41M | Buy |
11,976
+3,909
| +48% | +$460K | 0.5% | 81 |
|
2019
Q2 | $902K | Sell |
8,067
-10,211
| -56% | -$1.14M | 0.37% | 85 |
|
2019
Q1 | $1.85M | Buy |
18,278
+346
| +2% | +$35K | 0.74% | 54 |
|
2018
Q4 | $1.75M | Buy |
17,932
+256
| +1% | +$25K | 0.84% | 46 |
|
2018
Q3 | $2M | Buy |
17,676
+265
| +2% | +$29.9K | 0.89% | 38 |
|
2018
Q2 | $1.81M | Buy |
17,411
+125
| +0.7% | +$13K | 0.92% | 41 |
|
2018
Q1 | $1.9M | Buy |
17,286
+10,082
| +140% | +$1.11M | 0.85% | 43 |
|
2017
Q4 | $770K | Buy |
+7,204
| New | +$770K | 0.4% | 86 |
|