Voloridge Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-305,869
| Closed | -$39.9M | – | 1461 |
|
|
2023
Q1 | $39.9M | Buy |
+305,869
| New | +$39.9M | 0.2% | 153 |
|
|
2022
Q4 | – | Sell |
-423,072
| Closed | -$44.2M | – | 1536 |
|
|
2022
Q3 | $44.2M | Sell |
423,072
-139,351
| -25% | -$14.6M | 0.24% | 111 |
|
|
2022
Q2 | $63.3M | Sell |
562,423
-286,307
| -34% | -$32.2M | 0.33% | 73 |
|
|
2022
Q1 | $116M | Buy |
848,730
+664,147
| +360% | +$90.5M | 0.66% | 12 |
|
|
2021
Q4 | $29.2M | Buy |
184,583
+166,758
| +936% | +$26.4M | 0.16% | 163 |
|
|
2021
Q3 | $2.92M | Buy |
17,825
+15,110
| +557% | +$2.47M | 0.02% | 908 |
|
|
2021
Q2 | $422K | Sell |
2,715
-41,435
| -94% | -$6.44M | ﹤0.01% | 1469 |
|
|
2021
Q1 | $6.72M | Buy |
+44,150
| New | +$6.72M | 0.05% | 437 |
|
|
2020
Q4 | – | Sell |
-223,952
| Closed | -$21.6M | – | 1453 |
|
|
2020
Q3 | $21.6M | Sell |
223,952
-727,945
| -76% | -$70.1M | 0.18% | 141 |
|
|
2020
Q2 | $89.5M | Buy |
+951,897
| New | +$89.5M | 1.02% | 12 |
|
|
2019
Q4 | – | Sell |
-67,898
| Closed | -$7.99M | – | 1225 |
|
|
2019
Q3 | $7.99M | Sell |
67,898
-251,973
| -79% | -$29.7M | 0.14% | 171 |
|
|
2019
Q2 | $35.8M | Sell |
319,871
-463,583
| -59% | -$51.8M | 0.99% | 11 |
|
|
2019
Q1 | $79.3M | Buy |
+783,454
| New | +$79.3M | 2.39% | 3 |
|
|
2017
Q3 | – | Sell |
-302,397
| Closed | -$27.6M | – | 459 |
|
|
2017
Q2 | $27.6M | Buy |
+302,397
| New | +$27.6M | 0.69% | 36 |
|
|
2017
Q1 | – | Sell |
-298,109
| Closed | -$25.7M | – | 587 |
|
|
2016
Q4 | $25.7M | Sell |
298,109
-186,958
| -39% | -$16.1M | 0.55% | 37 |
|
|
2016
Q3 | $32.3M | Buy |
485,067
+480,803
| +11,276% | +$32M | 0.7% | 17 |
|
|
2016
Q2 | $265K | Sell |
4,264
-339,140
| -99% | -$21.1M | 0.01% | 270 |
|
|
2016
Q1 | $20.3M | Buy |
+343,404
| New | +$20.3M | 0.48% | 44 |
|
|
2015
Q3 | – | Sell |
-69,200
| Closed | -$4.69M | – | 342 |
|
|
2015
Q2 | $4.69M | Buy |
+69,200
| New | +$4.69M | 0.24% | 108 |
|