SG
Swarthmore Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $304K | Sell |
2,696
-43,284
| -94% | -$4.88M | 0.12% | 25 |
|
|
2022
Q1 | $6.27M | Sell |
45,980
-1,079
| -2% | -$147K | 1.6% | 18 |
|
|
2021
Q4 | $7.45M | Buy |
47,059
+7,203
| +18% | +$1.14M | 1.77% | 18 |
|
|
2021
Q3 | $6.2M | Hold |
39,856
| – | – | 1.6% | 26 |
|
|
2021
Q2 | $6.2M | Buy |
+39,856
| New | +$6.2M | 1.6% | 26 |
|
|
2017
Q1 | – | Sell |
-19,825
| Closed | -$1.71M | – | 52 |
|
|
2016
Q4 | $1.71M | Sell |
19,825
-20,550
| -51% | -$1.77M | 0.26% | 31 |
|
|
2016
Q3 | $2.69M | Sell |
40,375
-9,150
| -18% | -$609K | 0.51% | 30 |
|
|
2016
Q2 | $3.08M | Sell |
49,525
-325,325
| -87% | -$20.2M | 0.52% | 29 |
|
|
2016
Q1 | $22.2M | Sell |
374,850
-109,375
| -23% | -$6.48M | 3.39% | 15 |
|
|
2015
Q4 | $32M | Buy |
+484,225
| New | +$32M | 3.43% | 14 |
|