Weld Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-18,242
Closed -$1.76M 578
2020
Q3
$1.76M Buy
18,242
+13,783
+309% +$1.33M 0.69% 14
2020
Q2
$419K Buy
+4,459
New +$419K 0.16% 213
2020
Q1
Sell
-13,942
Closed -$1.94M 574
2019
Q4
$1.94M Buy
+13,942
New +$1.94M 0.37% 64