Bel Air Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$10.4M Buy
66,763
+1,067
+2% +$166K 0.32% 50
2021
Q1
$10M Buy
+65,696
New +$10M 0.32% 49
2013
Q3
$22M Buy
425,566
+3,294
+0.8% +$170K 3.08% 14
2013
Q2
$22.3M Buy
+422,272
New +$22.3M 3.26% 11