Adirondack Retirement Specialists’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-37
Closed -$5.38K 76
2023
Q2
$5.38K Sell
37
-189
-84% -$27.5K ﹤0.01% 67
2023
Q1
$29K Buy
226
+189
+511% +$24.3K 0.02% 48
2022
Q4
$4.96K Hold
37
0.01% 65
2022
Q3
$4K Buy
+37
New +$4K ﹤0.01% 74