CCFP
Charles Carroll Financial Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.94M | Buy |
34,905
+2,000
| +6% | +$340K | 6.39% | 6 |
|
|
2023
Q3 | $4.77M | Hold |
32,905
| – | – | 5.93% | 6 |
|
|
2023
Q2 | $4.79M | Sell |
32,905
-1,940
| -6% | -$282K | 6.1% | 6 |
|
|
2023
Q1 | $4.54M | Sell |
34,845
-1,950
| -5% | -$254K | 6.96% | 5 |
|
|
2022
Q4 | $4.93M | Sell |
36,795
-1,930
| -5% | -$259K | 7.63% | 3 |
|
|
2022
Q3 | $4.05M | Sell |
38,725
-1,900
| -5% | -$199K | 6.53% | 3 |
|
|
2022
Q2 | $4.58M | Buy |
40,625
+300
| +0.7% | +$33.8K | 5.98% | 4 |
|
|
2022
Q1 | $5.5M | Buy |
40,325
+155
| +0.4% | +$21.1K | 5.69% | 6 |
|
|
2021
Q4 | $6.36M | Buy |
+40,170
| New | +$6.36M | 6.32% | 5 |
|