Clear Rock Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$3.23M Buy
15,969
+40
+0.3% +$8.09K 1.38% 22
2024
Q1
$3.19M Buy
15,929
+94
+0.6% +$18.8K 1.39% 21
2023
Q4
$2.77M Buy
+15,835
New +$2.77M 1.25% 24