Benedetti & Gucer’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $956K | Sell |
4,774
-835
| -15% | -$167K | 0.47% | 39 |
|
|
2023
Q4 | $954K | Sell |
5,609
-2,805
| -33% | -$477K | 0.5% | 40 |
|
|
2023
Q3 | $1.22M | Sell |
8,414
-553
| -6% | -$80.2K | 0.67% | 30 |
|
|
2023
Q2 | $1.3M | Buy |
8,967
+3,791
| +73% | +$551K | 0.67% | 31 |
|
|
2023
Q1 | $674K | Buy |
+5,176
| New | +$674K | 0.39% | 47 |
|