SRAM
Spouting Rock Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,588
| Closed | -$615K | – | 188 |
|
|
2022
Q4 | $615K | Buy |
+4,588
| New | +$615K | 0.46% | 69 |
|
|
2021
Q1 | – | Sell |
-6,607
| Closed | -$840K | – | 220 |
|
|
2020
Q4 | $840K | Sell |
6,607
-5,051
| -43% | -$642K | 0.27% | 127 |
|
|
2020
Q3 | $1.12M | Buy |
11,658
+68
| +0.6% | +$6.55K | 0.54% | 65 |
|
|
2020
Q2 | $1.09M | Buy |
+11,590
| New | +$1.09M | 0.52% | 57 |
|