Charles Carroll Financial Partners’s JPMorgan Chase JPM Stock Holding History

Charles Carroll Financial Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$5.94M	Buy
2023 Q3	$4.77M	Hold
2023 Q2	$4.79M	Sell
2023 Q1	$4.54M	Sell
2022 Q4	$4.93M	Sell
2022 Q3	$4.05M	Sell
2022 Q2	$4.58M	Buy
2022 Q1	$5.5M	Buy
2021 Q4	$6.36M	Buy