Adams Chetwood Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $550K | Buy |
4,033
+161
| +4% | +$22K | 0.31% | 52 |
|
|
2021
Q4 | $613K | Sell |
3,872
-63
| -2% | -$9.97K | 0.42% | 49 |
|
|
2021
Q3 | $644K | Buy |
3,935
+65
| +2% | +$10.6K | 0.47% | 47 |
|
|
2021
Q2 | $602K | Buy |
3,870
+67
| +2% | +$10.4K | 0.42% | 47 |
|
|
2021
Q1 | $579K | Buy |
3,803
+65
| +2% | +$9.9K | 0.44% | 49 |
|
|
2020
Q4 | $475K | Buy |
3,738
+2
| +0.1% | +$254 | 0.39% | 48 |
|
|
2020
Q3 | $360K | Buy |
3,736
+2
| +0.1% | +$193 | 0.35% | 56 |
|
|
2020
Q2 | $351K | Hold |
3,734
| – | – | 0.36% | 55 |
|
|
2020
Q1 | $346K | Buy |
3,734
+4
| +0.1% | +$371 | 0.4% | 50 |
|
|
2019
Q4 | $520K | Buy |
+3,730
| New | +$520K | 0.53% | 38 |
|