Thunderbird Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-300,113
| Closed | -$46.7M | – | 14 |
|
|
2021
Q2 | $46.7M | Sell |
300,113
-245,808
| -45% | -$38.2M | 4.19% | 10 |
|
|
2021
Q1 | $83.1M | Sell |
545,921
-146,397
| -21% | -$22.3M | 7% | 8 |
|
|
2020
Q4 | $88M | Buy |
692,318
+121,795
| +21% | +$15.5M | 7.3% | 6 |
|
|
2020
Q3 | $54.9M | Buy |
+570,523
| New | +$54.9M | 6.6% | 8 |
|