Clear Perspectives Financial Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $24.2K | Hold |
186
| – | – | 0.01% | 103 |
|
|
2022
Q4 | $24.9K | Hold |
186
| – | – | 0.01% | 113 |
|
|
2022
Q3 | $19K | Sell |
186
-25
| -12% | -$2.55K | 0.01% | 125 |
|
|
2022
Q2 | $24K | Buy |
211
+36
| +21% | +$4.1K | 0.01% | 118 |
|
|
2022
Q1 | $24K | Hold |
175
| – | – | 0.01% | 132 |
|
|
2021
Q4 | $28K | Hold |
175
| – | – | 0.01% | 130 |
|
|
2021
Q3 | $29K | Hold |
175
| – | – | 0.01% | 122 |
|
|
2021
Q2 | $27K | Hold |
175
| – | – | 0.01% | 125 |
|
|
2021
Q1 | $27K | Hold |
175
| – | – | 0.02% | 115 |
|
|
2020
Q4 | $22K | Buy |
+175
| New | +$22K | 0.01% | 117 |
|