CIC Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.36M | Buy |
11,184
+234
| +2% | +$49.3K | 0.61% | 40 |
|
|
2024
Q2 | $2.21M | Buy |
10,950
+273
| +3% | +$55.2K | 0.61% | 40 |
|
|
2024
Q1 | $2.14M | Sell |
10,677
-217
| -2% | -$43.5K | 0.62% | 42 |
|
|
2023
Q4 | $1.85M | Sell |
10,894
-58
| -0.5% | -$9.87K | 0.59% | 41 |
|
|
2023
Q3 | $1.59M | Buy |
10,952
+107
| +1% | +$15.5K | 0.57% | 43 |
|
|
2023
Q2 | $1.58M | Buy |
10,845
+26
| +0.2% | +$3.78K | 0.55% | 45 |
|
|
2023
Q1 | $1.41M | Sell |
10,819
-57
| -0.5% | -$7.43K | 0.53% | 48 |
|
|
2022
Q4 | $1.46M | Buy |
+10,876
| New | +$1.46M | 0.6% | 45 |
|