BRA
Biechele Royce Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-365
| Closed | -$38K | – | 68 |
|
|
2022
Q3 | $38K | Sell |
365
-100
| -22% | -$10.4K | 0.02% | 65 |
|
|
2022
Q2 | $52K | Sell |
465
-1,000
| -68% | -$112K | 0.02% | 60 |
|
|
2022
Q1 | $199K | Buy |
1,465
+58
| +4% | +$7.88K | 0.08% | 61 |
|
|
2021
Q4 | $223K | Sell |
1,407
-70
| -5% | -$11.1K | 0.09% | 60 |
|
|
2021
Q3 | $242K | Buy |
+1,477
| New | +$242K | 0.11% | 55 |
|