Verdad Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $511K | Buy |
+2,422
| New | +$511K | 0.68% | 59 |
|
|
2024
Q2 | – | Sell |
-2,103
| Closed | -$421K | – | 135 |
|
|
2024
Q1 | $421K | Buy |
+2,103
| New | +$421K | 0.46% | 81 |
|
|
2023
Q3 | – | Sell |
-9,267
| Closed | -$1.35M | – | 56 |
|
|
2023
Q2 | $1.35M | Sell |
9,267
-5,700
| -38% | -$829K | 2.11% | 16 |
|
|
2023
Q1 | $1.95M | Buy |
+14,967
| New | +$1.95M | 3.93% | 8 |
|