SRCM
Swift Run Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,315
| Closed | -$272K | – | 37 |
|
|
2019
Q3 | $272K | Hold |
2,315
| – | – | 0.25% | 30 |
|
|
2019
Q2 | $259K | Hold |
2,315
| – | – | 0.24% | 33 |
|
|
2019
Q1 | $234K | Hold |
2,315
| – | – | 0.22% | 34 |
|
|
2018
Q4 | $226K | Hold |
2,315
| – | – | 0.24% | 32 |
|
|
2018
Q3 | $261K | Hold |
2,315
| – | – | 0.23% | 33 |
|
|
2018
Q2 | $241K | Hold |
2,315
| – | – | 0.21% | 34 |
|
|
2018
Q1 | $255K | Hold |
2,315
| – | – | 0.18% | 44 |
|
|
2017
Q4 | $248K | Sell |
2,315
-124
| -5% | -$13.3K | 0.15% | 41 |
|
|
2017
Q3 | $233K | Hold |
2,439
| – | – | 0.12% | 46 |
|
|
2017
Q2 | $223K | Hold |
2,439
| – | – | 0.13% | 46 |
|
|
2017
Q1 | $214K | Sell |
2,439
-62
| -2% | -$5.44K | 0.13% | 46 |
|
|
2016
Q4 | $216K | Buy |
+2,501
| New | +$216K | 0.13% | 48 |
|