Atlanta Financial Associates’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$319K Hold
2,512
0.15% 50
2020
Q4
$319K Hold
2,512
0.15% 51
2020
Q3
$242K Buy
2,512
+57
+2% +$5.49K 0.12% 57
2020
Q2
$231K Buy
2,455
+124
+5% +$11.7K 0.13% 57
2020
Q1
$210K Buy
+2,331
New +$210K 0.17% 55