Swift Run Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $272K | Hold |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $234K | Hold |
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|
2018
Q4 | $226K | Hold |
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|
2018
Q3 | $261K | Hold |
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|
2018
Q2 | $241K | Hold |
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|
2018
Q1 | $255K | Hold |
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|
2017
Q4 | $248K | Sell |
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|
2017
Q3 | $233K | Hold |
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|
2017
Q2 | $223K | Hold |
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|
2017
Q1 | $214K | Sell |
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|
2016
Q4 | $216K | Buy |
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