Caitlin John’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16
| Closed | -$3.95K | – | 475 |
|
|
2024
Q4 | $3.95K | Hold |
16
| – | – | ﹤0.01% | 570 |
|
|
2024
Q3 | $3.97K | Hold |
16
| – | – | ﹤0.01% | 579 |
|
|
2024
Q2 | $3.32K | Sell |
16
-5
| -24% | -$1.04K | ﹤0.01% | 588 |
|
|
2024
Q1 | $4.3K | Sell |
21
-1
| -5% | -$205 | ﹤0.01% | 579 |
|
|
2023
Q4 | $3.81K | Buy |
+22
| New | +$3.81K | ﹤0.01% | 599 |
|