Van Den Berg Management I’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 |
-28,917
| Closed | -$4.5M | – | 76 |
|
|
2021
Q2 | $4.5M | Sell |
28,917
-441
| -2% | -$68.6K | 0.88% | 37 |
|
|
2021
Q1 | $4.47M | Sell |
29,358
-50,678
| -63% | -$7.71M | 0.98% | 35 |
|
|
2020
Q4 | $10.2M | Sell |
80,036
-1,740
| -2% | -$221K | 2.56% | 14 |
|
|
2020
Q3 | $7.87M | Buy |
81,776
+3,031
| +4% | +$292K | 2.83% | 16 |
|
|
2020
Q2 | $7.41M | Buy |
+78,745
| New | +$7.41M | 3.03% | 14 |
|