AMR
Asset Management Resources’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $242K | Sell |
1,423
-308
| -18% | -$52.4K | 0.14% | 45 |
|
|
2023
Q3 | $251K | Sell |
1,731
-141
| -8% | -$20.4K | 0.16% | 50 |
|
|
2023
Q2 | $272K | Buy |
1,872
+46
| +3% | +$6.69K | 0.17% | 46 |
|
|
2023
Q1 | $238K | Sell |
1,826
-719
| -28% | -$93.7K | 0.15% | 49 |
|
|
2022
Q4 | $341K | Buy |
2,545
+1
| +0% | +$134 | 0.23% | 36 |
|
|
2022
Q3 | $266K | Buy |
2,544
+545
| +27% | +$57K | 0.26% | 40 |
|
|
2022
Q2 | $225K | Buy |
1,999
+39
| +2% | +$4.39K | 0.19% | 45 |
|
|
2022
Q1 | $267K | Buy |
1,960
+70
| +4% | +$9.54K | 0.22% | 46 |
|
|
2021
Q4 | $299K | Buy |
+1,890
| New | +$299K | 0.26% | 42 |
|