Symmetry Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,535
| Closed | -$4.96M | – | 146 |
|
|
2024
Q3 | $4.96M | Sell |
23,535
-3,870
| -14% | -$816K | 0.7% | 33 |
|
|
2024
Q2 | $5.54M | Buy |
27,405
+514
| +2% | +$104K | 0.62% | 31 |
|
|
2024
Q1 | $5.39M | Sell |
26,891
-21,475
| -44% | -$4.3M | 0.32% | 40 |
|
|
2023
Q4 | $8.23M | Buy |
48,366
+25,594
| +112% | +$4.35M | 0.6% | 19 |
|
|
2023
Q3 | $3.3M | Buy |
+22,772
| New | +$3.3M | 0.67% | 33 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 157 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 112 |
|