Cascadia Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.59M | Buy |
21,927
+156
| +0.7% | +$25.5K | 0.73% | 34 |
|
|
2021
Q2 | $3.39M | Buy |
21,771
+1,081
| +5% | +$168K | 0.73% | 32 |
|
|
2021
Q1 | $3.15M | Buy |
+20,690
| New | +$3.15M | 0.7% | 37 |
|
|
2020
Q3 | $2.59M | Sell |
26,908
-13,442
| -33% | -$1.29M | 0.73% | 29 |
|
|
2020
Q2 | $3.8M | Buy |
+40,350
| New | +$3.8M | 1.16% | 15 |
|
|
2019
Q4 | $4.16M | Buy |
+29,835
| New | +$4.16M | 1.18% | 12 |
|