CFO4Life’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 | $1.13M | Buy |
+8,460
| New | +$1.13M | 0.24% | 58 |
|
|
2016
Q4 | $499K | Buy |
5,778
+980
| +20% | +$84.6K | 0.41% | 40 |
|
|
2016
Q3 | $319K | Buy |
4,798
+1,279
| +36% | +$85K | 0.28% | 65 |
|
|
2016
Q2 | $219K | Buy |
3,519
+1
| +0% | +$62 | 0.19% | 84 |
|
|
2016
Q1 | $208K | Sell |
3,518
-13,799
| -80% | -$816K | 0.19% | 80 |
|
|
2015
Q4 | $1.14M | Buy |
17,317
+2,262
| +15% | +$149K | 1.09% | 21 |
|
|
2015
Q3 | $918K | Sell |
15,055
-2,488
| -14% | -$152K | 0.98% | 23 |
|
|
2015
Q2 | $1.19M | Buy |
17,543
+130
| +0.7% | +$8.81K | 0.99% | 25 |
|
|
2015
Q1 | $1.06M | Buy |
17,413
+1,292
| +8% | +$78.3K | 0.88% | 24 |
|
|
2014
Q4 | $1.01M | Buy |
+16,121
| New | +$1.01M | 0.83% | 21 |
|