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Capstone Financial Group’s JPMorgan Chase JPM Stock Holding History

Capstone Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$143K Sell
1,463
-1,092
-43% -$107K 0.11% 89
2020
Q2 		$236K Buy
2,555
+1,500
+142% +$139K 0.19% 72
2020
Q1 		$95K Sell
1,055
-60
-5% -$5.4K 0.1% 97
2019
Q4 		$155K Buy
+1,115
New +$155K 0.15% 85