ZCA
Zeke Capital Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.83M | Buy |
21,103
+3,422
| +19% | +$459K | 0.18% | 55 |
|
|
2022
Q3 | $1.85M | Buy |
17,681
+32
| +0.2% | +$3.34K | 0.13% | 75 |
|
|
2022
Q2 | $1.99M | Sell |
17,649
-184
| -1% | -$20.7K | 0.13% | 76 |
|
|
2022
Q1 | $2.43M | Buy |
17,833
+15,989
| +867% | +$2.18M | 0.12% | 81 |
|
|
2021
Q4 | $292K | Buy |
1,844
+219
| +13% | +$34.7K | 0.02% | 231 |
|
|
2021
Q3 | $266K | Buy |
+1,625
| New | +$266K | 0.02% | 236 |
|
|
2021
Q2 | – | Sell |
-1,538
| Closed | -$234K | – | 329 |
|
|
2021
Q1 | $234K | Sell |
1,538
-1,069
| -41% | -$163K | 0.02% | 245 |
|
|
2020
Q4 | $331K | Buy |
2,607
+18
| +0.7% | +$2.29K | 0.03% | 168 |
|
|
2020
Q3 | $249K | Sell |
2,589
-102
| -4% | -$9.81K | 0.03% | 181 |
|
|
2020
Q2 | $253K | Sell |
2,691
-18,991
| -88% | -$1.79M | 0.05% | 162 |
|
|
2020
Q1 | $1.95M | Sell |
21,682
-65,592
| -75% | -$5.91M | 0.55% | 24 |
|
|
2019
Q4 | $12.2M | Sell |
87,274
-12,271
| -12% | -$1.71M | 1.01% | 14 |
|
|
2019
Q3 | $11.7M | Buy |
99,545
+1,236
| +1% | +$145K | 1.04% | 15 |
|
|
2019
Q2 | $11M | Sell |
98,309
-5,058
| -5% | -$565K | 1.03% | 16 |
|
|
2019
Q1 | $10.5M | Sell |
103,367
-7,907
| -7% | -$800K | 0.97% | 18 |
|
|
2018
Q4 | $10.9M | Buy |
111,274
+22,077
| +25% | +$2.16M | 1.04% | 18 |
|
|
2018
Q3 | $10.1M | Sell |
89,197
-2,063
| -2% | -$233K | 0.82% | 19 |
|
|
2018
Q2 | $9.51M | Sell |
91,260
-9,308
| -9% | -$970K | 0.89% | 20 |
|
|
2018
Q1 | $11.1M | Buy |
100,568
+12,439
| +14% | +$1.37M | 1.02% | 18 |
|
|
2017
Q4 | $9.43M | Buy |
88,129
+23,804
| +37% | +$2.55M | 0.99% | 14 |
|
|
2017
Q3 | $6.14M | Buy |
64,325
+24,444
| +61% | +$2.33M | 0.84% | 16 |
|
|
2017
Q2 | $3.65M | Buy |
39,881
+3,291
| +9% | +$301K | 0.7% | 18 |
|
|
2017
Q1 | $3.21M | Buy |
36,590
+2,780
| +8% | +$244K | 0.66% | 17 |
|
|
2016
Q4 | $2.92M | Buy |
33,810
+24,387
| +259% | +$2.1M | 0.79% | 13 |
|
|
2016
Q3 | $649K | Buy |
+9,423
| New | +$649K | 0.29% | 24 |
|
|
2015
Q2 | – | Sell |
-5,576
| Closed | -$338K | – | 61 |
|
|
2015
Q1 | $338K | Hold |
5,576
| – | – | 0.26% | 45 |
|
|
2014
Q4 | $349K | Buy |
+5,576
| New | +$349K | 0.27% | 50 |
|
|
2014
Q3 | – | Sell |
-53,065
| Closed | -$3.06M | – | 64 |
|
|
2014
Q2 | $3.06M | Buy |
53,065
+65
| +0.1% | +$3.75K | 2.46% | 8 |
|
|
2014
Q1 | $3.22M | Sell |
53,000
-105
| -0.2% | -$6.38K | 2.79% | 7 |
|
|
2013
Q4 | $3.11M | Buy |
53,105
+105
| +0.2% | +$6.14K | 2.85% | 9 |
|
|
2013
Q3 | $2.74M | Sell |
53,000
-9,500
| -15% | -$491K | 2.58% | 10 |
|
|
2013
Q2 | $3.3M | Buy |
+62,500
| New | +$3.3M | 2.7% | 6 |
|