VPI
Value Partners Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-39,120
| Closed | -$6.37M | – | 80 |
|
|
2021
Q3 | $6.37M | Buy |
39,120
+39
| +0.1% | +$6.35K | 0.54% | 30 |
|
|
2021
Q2 | $6.07M | Sell |
39,081
-100
| -0.3% | -$15.5K | 0.49% | 29 |
|
|
2021
Q1 | $5.96M | Sell |
39,181
-8,023
| -17% | -$1.22M | 0.52% | 29 |
|
|
2020
Q4 | $6M | Sell |
47,204
-1,720
| -4% | -$219K | 0.53% | 33 |
|
|
2020
Q3 | $4.72M | Buy |
48,924
+15,973
| +48% | +$1.54M | 0.48% | 37 |
|
|
2020
Q2 | $3.1M | Buy |
32,951
+29,544
| +867% | +$2.78M | 0.32% | 36 |
|
|
2020
Q1 | $304K | Sell |
3,407
-1,644
| -33% | -$147K | 0.05% | 28 |
|
|
2019
Q4 | $704K | Buy |
+5,051
| New | +$704K | 0.09% | 25 |
|