Zimmermann Investment Management & Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,714
| Closed | -$1.63M | – | 71 |
|
|
2024
Q3 | $1.63M | Buy |
7,714
+462
| +6% | +$97.4K | 0.5% | 49 |
|
|
2024
Q2 | $1.47M | Buy |
7,252
+2,471
| +52% | +$500K | 0.49% | 46 |
|
|
2024
Q1 | $958K | Buy |
4,781
+490
| +11% | +$98.1K | 0.34% | 61 |
|
|
2023
Q4 | $730K | Buy |
4,291
+75
| +2% | +$12.8K | 0.3% | 57 |
|
|
2023
Q3 | $611K | Buy |
4,216
+24
| +0.6% | +$3.48K | 0.29% | 60 |
|
|
2023
Q2 | $610K | Buy |
4,192
+1,908
| +84% | +$277K | 0.28% | 55 |
|
|
2023
Q1 | $298K | Buy |
2,284
+163
| +8% | +$21.2K | 0.16% | 92 |
|
|
2022
Q4 | $284K | Buy |
2,121
+172
| +9% | +$23.1K | 0.16% | 75 |
|
|
2022
Q3 | $204K | Sell |
1,949
-4,933
| -72% | -$516K | 0.13% | 88 |
|
|
2022
Q2 | $775K | Buy |
6,882
+146
| +2% | +$16.4K | 0.53% | 44 |
|
|
2022
Q1 | $918K | Buy |
6,736
+320
| +5% | +$43.6K | 0.54% | 43 |
|
|
2021
Q4 | $1.02M | Buy |
+6,416
| New | +$1.02M | 0.57% | 36 |
|