Stonnington Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.79M | Sell |
13,899
-1,100
| -7% | -$142K | 0.47% | 55 |
|
|
2022
Q4 | $2.08M | Sell |
14,999
-8,270
| -36% | -$1.15M | 0.57% | 48 |
|
|
2022
Q3 | $2.71M | Buy |
23,269
+12,355
| +113% | +$1.44M | 0.76% | 33 |
|
|
2022
Q2 | $1.25M | Sell |
10,914
-1,384
| -11% | -$159K | 0.33% | 70 |
|
|
2022
Q1 | $1.64M | Sell |
12,298
-7,291
| -37% | -$970K | 0.39% | 64 |
|
|
2021
Q4 | $3.28M | Buy |
19,589
+6,369
| +48% | +$1.07M | 0.71% | 42 |
|
|
2021
Q3 | $2.25M | Sell |
13,220
-1,715
| -11% | -$292K | 0.5% | 50 |
|
|
2021
Q2 | $2.25M | Buy |
14,935
+400
| +3% | +$60.4K | 0.5% | 58 |
|
|
2021
Q1 | $2.29M | Buy |
+14,535
| New | +$2.29M | 0.55% | 54 |
|