XS
XR Securities’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 69 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 112 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 132 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 129 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 124 |
|
|
2023
Q2 | – | Sell |
-7,085
| Closed | -$923K | – | 133 |
|
|
2023
Q1 | $923K | Buy |
+7,085
| New | +$923K | 0.02% | 24 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 191 |
|
|
2022
Q3 | – | Sell |
-2,025
| Closed | -$228K | – | 176 |
|
|
2022
Q2 | $228K | Buy |
+2,025
| New | +$228K | 0.08% | 76 |
|
|
2022
Q1 | – | Sell |
-3,810
| Closed | -$603K | – | 199 |
|
|
2021
Q4 | $603K | Buy |
3,810
+442
| +13% | +$70K | 0.06% | 47 |
|
|
2021
Q3 | $551K | Sell |
3,368
-5,355
| -61% | -$876K | 0.25% | 43 |
|
|
2021
Q2 | $1.36M | Buy |
8,723
+5,971
| +217% | +$929K | 0.59% | 17 |
|
|
2021
Q1 | $419K | Sell |
2,752
-16,438
| -86% | -$2.5M | 0.02% | 61 |
|
|
2020
Q4 | $2.44M | Buy |
19,190
+12,945
| +207% | +$1.64M | 0.17% | 6 |
|
|
2020
Q3 | $601K | Sell |
6,245
-5,785
| -48% | -$557K | 0.05% | 21 |
|
|
2020
Q2 | $1.13M | Buy |
+12,030
| New | +$1.13M | 0.13% | 21 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 139 |
|
|
2019
Q4 | – | Sell |
-7,319
| Closed | -$861K | – | 153 |
|
|
2019
Q3 | $861K | Sell |
7,319
-2,076
| -22% | -$244K | 0.12% | 28 |
|
|
2019
Q2 | $1.05M | Buy |
+9,395
| New | +$1.05M | 0.2% | 24 |
|
|
2019
Q1 | – | Sell |
-4,036
| Closed | -$394K | – | 204 |
|
|
2018
Q4 | $394K | Buy |
+4,036
| New | +$394K | 0.17% | 61 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 195 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 162 |
|