SGDR
SPX Gestao de Recursos’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-50,289
| Closed | -$10.2M | – | 64 |
|
|
2024
Q2 | $10.2M | Sell |
50,289
-5,089
| -9% | -$1.03M | 1.52% | 16 |
|
|
2024
Q1 | $11.1M | Buy |
+55,378
| New | +$11.1M | 0.97% | 27 |
|
|
2017
Q4 | – | Sell |
-393,586
| Closed | -$37.6M | – | 39 |
|
|
2017
Q3 | $37.6M | Buy |
+393,586
| New | +$37.6M | 9.59% | 4 |
|
|
2015
Q3 | – | Sell |
-85,000
| Closed | -$5.76M | – | 32 |
|
|
2015
Q2 | $5.76M | Buy |
85,000
+3,000
| +4% | +$203K | 1.69% | 16 |
|
|
2015
Q1 | $4.97M | Sell |
82,000
-46,057
| -36% | -$2.79M | 2.66% | 16 |
|
|
2014
Q4 | $8.01M | Buy |
128,057
+67,757
| +112% | +$4.24M | 2.74% | 10 |
|
|
2014
Q3 | $3.63M | Sell |
60,300
-57,410
| -49% | -$3.46M | 2.01% | 17 |
|
|
2014
Q2 | $6.78M | Sell |
117,710
-94,700
| -45% | -$5.46M | 2.3% | 10 |
|
|
2014
Q1 | $12.9M | Sell |
212,410
-207,700
| -49% | -$12.6M | 4.26% | 4 |
|
|
2013
Q4 | $24.6M | Buy |
420,110
+205,810
| +96% | +$12M | 10.57% | 4 |
|
|
2013
Q3 | $11.1M | Buy |
214,300
+125,000
| +140% | +$6.46M | 3.47% | 5 |
|
|
2013
Q2 | $4.71M | Buy |
+89,300
| New | +$4.71M | 2.16% | 6 |
|