Sovarnum Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,500
| Closed | -$2.05M | – | 30 |
|
|
2021
Q3 | $2.05M | Buy |
12,500
+1,500
| +14% | +$246K | 1.93% | 19 |
|
|
2021
Q2 | $1.71M | Buy |
11,000
+4,000
| +57% | +$622K | 1.08% | 38 |
|
|
2021
Q1 | $1.07M | Sell |
7,000
-5,500
| -44% | -$838K | 0.8% | 42 |
|
|
2020
Q4 | $1.59M | Buy |
+12,500
| New | +$1.59M | 1.11% | 37 |
|
|
2019
Q3 | $294K | Buy |
+2,500
| New | +$294K | 0.35% | 39 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 74 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 68 |
|