Bickling Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $319K | Buy |
2,379
+11
| +0.5% | +$1.48K | 0.2% | 83 |
|
|
2022
Q3 | $248K | Buy |
2,368
+19
| +0.8% | +$1.99K | 0.17% | 99 |
|
|
2022
Q2 | $265K | Buy |
2,349
+17
| +0.7% | +$1.92K | 0.17% | 100 |
|
|
2022
Q1 | $318K | Buy |
2,332
+14
| +0.6% | +$1.91K | 0.16% | 97 |
|
|
2021
Q4 | $367K | Buy |
2,318
+367
| +19% | +$58.1K | 0.18% | 91 |
|
|
2021
Q3 | $319K | Sell |
1,951
-1,405
| -42% | -$230K | 0.16% | 85 |
|
|
2021
Q2 | $522K | Buy |
3,356
+202
| +6% | +$31.4K | 0.24% | 69 |
|
|
2021
Q1 | $480K | Buy |
3,154
+1,218
| +63% | +$185K | 0.24% | 72 |
|
|
2020
Q4 | $246K | Buy |
+1,936
| New | +$246K | 0.15% | 82 |
|