Spartan Fund Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,312
| Closed | -$733K | – | 128 |
|
|
2023
Q4 | $733K | Hold |
4,312
| – | – | 0.9% | 45 |
|
|
2023
Q3 | $625K | Sell |
4,312
-936
| -18% | -$136K | 0.47% | 73 |
|
|
2023
Q2 | $1.25M | Sell |
5,248
-64
| -1% | -$15.3K | 0.3% | 103 |
|
|
2023
Q1 | $692K | Buy |
5,312
+1,000
| +23% | +$130K | 0.32% | 106 |
|
|
2022
Q4 | $578K | Hold |
4,312
| – | – | 0.21% | 154 |
|
|
2022
Q3 | $451K | Hold |
4,312
| – | – | 0.14% | 218 |
|
|
2022
Q2 | $486K | Buy |
+4,312
| New | +$486K | 0.1% | 274 |
|