Taal Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7M | Hold |
45,000
| – | – | 5.73% | 8 |
|
|
2021
Q1 | $6.85M | Sell |
45,000
-5,000
| -10% | -$761K | 5.62% | 5 |
|
|
2020
Q4 | $6.35M | Sell |
50,000
-5,000
| -9% | -$635K | 5.22% | 7 |
|
|
2020
Q3 | $5.3M | Buy |
55,000
+5,000
| +10% | +$481K | 5.19% | 5 |
|
|
2020
Q2 | $4.7M | Hold |
50,000
| – | – | 5.09% | 10 |
|
|
2020
Q1 | $4.5M | Buy |
+50,000
| New | +$4.5M | 5.8% | 5 |
|