Tatro Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $269K | Buy |
1,975
+289
| +17% | +$39.4K | 0.2% | 66 |
|
2021
Q4 | $267K | Sell |
1,686
-20
| -1% | -$3.17K | 0.19% | 75 |
|
2021
Q3 | $279K | Sell |
1,706
-1,625
| -49% | -$266K | 0.22% | 69 |
|
2021
Q2 | $518K | Sell |
3,331
-1,290
| -28% | -$201K | 0.35% | 51 |
|
2021
Q1 | $703K | Sell |
4,621
-2,393
| -34% | -$364K | 0.54% | 36 |
|
2020
Q4 | $891K | Buy |
7,014
+4,332
| +162% | +$550K | 0.83% | 25 |
|
2020
Q3 | $258K | Buy |
2,682
+216
| +9% | +$20.8K | 0.29% | 51 |
|
2020
Q2 | $232K | Sell |
2,466
-1,306
| -35% | -$123K | 0.33% | 47 |
|
2020
Q1 | $340K | Buy |
3,772
+1,364
| +57% | +$123K | 0.61% | 25 |
|
2019
Q4 | $336K | Buy |
+2,408
| New | +$336K | 0.3% | 35 |
|