AJOVista’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,291
Closed -$261K 146
2024
Q2
$261K Hold
1,291
0.75% 29
2024
Q1
$259K Hold
1,291
0.7% 27
2023
Q4
$220K Buy
+1,291
New +$220K 0.28% 53