American Planning Services’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 | $419K | Hold |
2,069
| – | – | 0.33% | 35 |
|
|
2024
Q2 | $419K | Sell |
2,069
-200
| -9% | -$40.5K | 0.29% | 34 |
|
|
2024
Q1 | $455K | Buy |
2,269
+200
| +10% | +$40.1K | 0.33% | 24 |
|
|
2023
Q4 | $352K | Buy |
2,069
+200
| +11% | +$34K | 0.27% | 27 |
|
|
2023
Q3 | $271K | Hold |
1,869
| – | – | 0.18% | 30 |
|
|
2023
Q2 | $272K | Hold |
1,869
| – | – | 0.18% | 32 |
|
|
2023
Q1 | $244K | Buy |
+1,869
| New | +$244K | 0.17% | 28 |
|
|
2022
Q3 | – | Sell |
-2,085
| Closed | -$234K | – | 33 |
|
|
2022
Q2 | $234K | Buy |
2,085
+250
| +14% | +$28.1K | 0.26% | 28 |
|
|
2022
Q1 | $250K | Buy |
1,835
+10
| +0.5% | +$1.36K | 0.27% | 26 |
|
|
2021
Q4 | $289K | Buy |
+1,825
| New | +$289K | 0.26% | 18 |
|