CA Family Wealth’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$285K Sell
3,161
-2,301
-42% -$207K 0.3% 19
2019
Q4
$761K Buy
+5,462
New +$761K 0.51% 11