All Season Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,323
| Closed | -$563K | – | 114 |
|
|
2023
Q1 | $563K | Buy |
4,323
+1,233
| +40% | +$161K | 0.51% | 50 |
|
|
2022
Q4 | $414K | Sell |
3,090
-743
| -19% | -$99.6K | 0.37% | 66 |
|
|
2022
Q3 | $401K | Buy |
+3,833
| New | +$401K | 0.44% | 46 |
|
|
2022
Q1 | – | Sell |
-2,696
| Closed | -$427K | – | 158 |
|
|
2021
Q4 | $427K | Sell |
2,696
-49
| -2% | -$7.76K | 0.3% | 76 |
|
|
2021
Q3 | $449K | Sell |
2,745
-101
| -4% | -$16.5K | 0.36% | 61 |
|
|
2021
Q2 | $443K | Buy |
+2,846
| New | +$443K | 0.32% | 65 |
|