Versor Investments’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 | – | Sell |
-5,700
| Closed | -$1.15M | – | 876 |
|
|
2024
Q2 | $1.15M | Buy |
+5,700
| New | +$1.15M | 0.21% | 122 |
|
|
2023
Q3 | – | Sell |
-1,600
| Closed | -$233K | – | 757 |
|
|
2023
Q2 | $233K | Sell |
1,600
-3,674
| -70% | -$534K | 0.04% | 514 |
|
|
2023
Q1 | $687K | Sell |
5,274
-515
| -9% | -$67.1K | 0.09% | 214 |
|
|
2022
Q4 | $776K | Sell |
5,789
-19,068
| -77% | -$2.56M | 0.07% | 214 |
|
|
2022
Q3 | $2.6M | Sell |
24,857
-2,911
| -10% | -$304K | 0.15% | 60 |
|
|
2022
Q2 | $3.13M | Buy |
27,768
+21,168
| +321% | +$2.38M | 0.12% | 53 |
|
|
2022
Q1 | $900K | Buy |
6,600
+2,600
| +65% | +$355K | 0.03% | 149 |
|
|
2021
Q4 | $633K | Buy |
+4,000
| New | +$633K | 0.02% | 195 |
|
|
2019
Q1 | – | Sell |
-6,100
| Closed | -$595K | – | 297 |
|
|
2018
Q4 | $595K | Buy |
+6,100
| New | +$595K | 0.14% | 137 |
|
|
2018
Q1 | – | Sell |
-7,600
| Closed | -$813K | – | 269 |
|
|
2017
Q4 | $813K | Buy |
+7,600
| New | +$813K | 0.24% | 123 |
|