Stevard LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,205
| Closed | -$661K | – | 54 |
|
|
2020
Q4 | $661K | Sell |
5,205
-1,721
| -25% | -$219K | 0.22% | 39 |
|
|
2020
Q3 | $667K | Buy |
6,926
+462
| +7% | +$44.5K | 0.28% | 51 |
|
|
2020
Q2 | $608K | Buy |
6,464
+1,259
| +24% | +$118K | 0.31% | 48 |
|
|
2020
Q1 | $469K | Hold |
5,205
| – | – | 0.3% | 32 |
|
|
2019
Q4 | $726K | Buy |
+5,205
| New | +$726K | 0.46% | 24 |
|