B&D White Capital Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,896
| Closed | -$2.03M | – | 58 |
|
|
2022
Q1 | $2.03M | Buy |
14,896
+4,640
| +45% | +$632K | 0.65% | 23 |
|
|
2021
Q4 | $1.62M | Buy |
10,256
+883
| +9% | +$140K | 0.53% | 25 |
|
|
2021
Q3 | $1.53M | Sell |
9,373
-131
| -1% | -$21.4K | 0.59% | 35 |
|
|
2021
Q2 | $1.48M | Hold |
9,504
| – | – | 0.66% | 21 |
|
|
2021
Q1 | $1.4M | Buy |
9,504
+2,163
| +29% | +$318K | 0.74% | 27 |
|
|
2020
Q4 | $932K | Buy |
+7,341
| New | +$932K | 0.53% | 28 |
|