TimeScale Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $159K | Buy |
1,091
+3
| +0.3% | +$436 | 0.03% | 113 |
|
|
2023
Q1 | $142K | Sell |
1,088
-1
| -0.1% | -$130 | 0.03% | 116 |
|
|
2022
Q4 | $114K | Buy |
1,089
+1
| +0.1% | +$104 | 0.03% | 103 |
|
|
2022
Q3 | $114K | Buy |
1,088
+43
| +4% | +$4.51K | 0.03% | 103 |
|
|
2022
Q2 | $118K | Sell |
1,045
-65
| -6% | -$7.34K | 0.03% | 100 |
|
|
2022
Q1 | $151K | Buy |
1,110
+29
| +3% | +$3.95K | 0.04% | 98 |
|
|
2021
Q4 | $171K | Buy |
1,081
+2
| +0.2% | +$316 | 0.04% | 92 |
|
|
2021
Q3 | $177K | Sell |
1,079
-170
| -14% | -$27.9K | 0.04% | 83 |
|
|
2021
Q2 | $194K | Buy |
1,249
+202
| +19% | +$31.4K | 0.05% | 83 |
|
|
2021
Q1 | $159K | Buy |
1,047
+19
| +2% | +$2.89K | 0.04% | 88 |
|
|
2020
Q4 | $131K | Sell |
1,028
-61
| -6% | -$7.77K | 0.04% | 91 |
|
|
2020
Q3 | $106K | Buy |
1,089
+281
| +35% | +$27.4K | 0.03% | 98 |
|
|
2020
Q2 | $75K | Sell |
808
-300
| -27% | -$27.8K | 0.02% | 113 |
|
|
2020
Q1 | $99K | Sell |
1,108
-495
| -31% | -$44.2K | 0.03% | 95 |
|
|
2019
Q4 | $223K | Hold |
1,603
| – | – | 0.07% | 78 |
|
|
2019
Q3 | $189K | Buy |
1,603
+100
| +7% | +$11.8K | 0.06% | 85 |
|
|
2019
Q2 | $168K | Buy |
+1,503
| New | +$168K | 0.06% | 89 |
|