Clear Perspectives Financial Planning’s JPMorgan Chase JPM Stock Holding History

Clear Perspectives Financial Planning’s Portfolio JPM Stock Details JPM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$24.2K	Hold
2022 Q4	$24.9K	Hold
2022 Q3	$19K	Sell
2022 Q2	$24K	Buy
2022 Q1	$24K	Hold
2021 Q4	$28K	Hold
2021 Q3	$29K	Hold
2021 Q2	$27K	Hold
2021 Q1	$27K	Hold
2020 Q4	$22K	Buy