Capital Directions Investment Advisors’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 | $43.9K | Buy |
+327
| New | +$43.9K | 0.02% | 131 |
|
|
2022
Q3 | – | Sell |
-522
| Closed | -$59K | – | 130 |
|
|
2022
Q2 | $59K | Sell |
522
-392
| -43% | -$44.3K | 0.02% | 116 |
|
|
2022
Q1 | $125K | Sell |
914
-637
| -41% | -$87.1K | 0.04% | 86 |
|
|
2021
Q4 | $246K | Buy |
1,551
+649
| +72% | +$103K | 0.07% | 63 |
|
|
2021
Q3 | $148K | Buy |
902
+510
| +130% | +$83.7K | 0.05% | 74 |
|
|
2021
Q2 | $61K | Buy |
+392
| New | +$61K | 0.02% | 111 |
|
|
2021
Q1 | – | Sell |
-362
| Closed | -$46K | – | 275 |
|
|
2020
Q4 | $46K | Hold |
362
| – | – | 0.02% | 120 |
|
|
2020
Q3 | $35K | Hold |
362
| – | – | 0.01% | 122 |
|
|
2020
Q2 | $34K | Sell |
362
-604
| -63% | -$56.7K | 0.01% | 125 |
|
|
2020
Q1 | $87K | Hold |
966
| – | – | 0.04% | 80 |
|
|
2019
Q4 | $135K | Hold |
966
| – | – | 0.04% | 79 |
|
|
2019
Q3 | $114K | Buy |
+966
| New | +$114K | 0.04% | 79 |
|