Biltmore Capital 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
Q4 | $231K | Sell |
1,457
-100
| -6% | -$15.9K | 0.04% | 138 |
|
|
2021
Q3 | $255K | Sell |
1,557
-7
| -0.4% | -$1.15K | 0.05% | 129 |
|
|
2021
Q2 | $243K | Buy |
1,564
+56
| +4% | +$8.7K | 0.04% | 114 |
|
|
2021
Q1 | $230K | Buy |
+1,508
| New | +$230K | 0.05% | 115 |
|
|
2020
Q3 | – | Sell |
-2,296
| Closed | -$216K | – | 94 |
|
|
2020
Q2 | $216K | Buy |
+2,296
| New | +$216K | 0.06% | 65 |
|