AllGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,309
| Closed | -$1.29M | – | 41 |
|
|
2022
Q3 | $1.29M | Sell |
12,309
-13,950
| -53% | -$1.46M | 1% | 27 |
|
|
2022
Q2 | $2.96M | Buy |
26,259
+1,172
| +5% | +$132K | 2.43% | 12 |
|
|
2022
Q1 | $3.42M | Buy |
25,087
+1,284
| +5% | +$175K | 2.86% | 9 |
|
|
2021
Q4 | $3.77M | Buy |
23,803
+1,719
| +8% | +$272K | 2.79% | 11 |
|
|
2021
Q3 | $3.61M | Buy |
22,084
+4,404
| +25% | +$721K | 2.95% | 9 |
|
|
2021
Q2 | $2.75M | Sell |
17,680
-42,089
| -70% | -$6.55M | 2.11% | 11 |
|
|
2021
Q1 | $4.2M | Buy |
59,769
+38,655
| +183% | +$2.72M | 3.43% | 8 |
|
|
2020
Q4 | $2.68M | Buy |
+21,114
| New | +$2.68M | 2.49% | 10 |
|