Worth Venture Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,150
| Closed | -$355K | – | 106 |
|
|
2018
Q3 | $355K | Buy |
3,150
+1,220
| +63% | +$137K | 0.27% | 46 |
|
|
2018
Q2 | $201K | Sell |
1,930
-560
| -22% | -$58.3K | 0.17% | 65 |
|
|
2018
Q1 | $274K | Buy |
+2,490
| New | +$274K | 0.24% | 57 |
|
|
2017
Q4 | – | Sell |
-2,660
| Closed | -$254K | – | 96 |
|
|
2017
Q3 | $254K | Sell |
2,660
-1,210
| -31% | -$116K | 0.22% | 73 |
|
|
2017
Q2 | $354K | Sell |
3,870
-580
| -13% | -$53.1K | 0.31% | 54 |
|
|
2017
Q1 | $391K | Buy |
+4,450
| New | +$391K | 0.35% | 67 |
|