CFA
Compass Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,398
| Closed | -$2.4M | – | 48 |
|
|
2023
Q1 | $2.4M | Sell |
18,398
-82
| -0.4% | -$10.7K | 3.04% | 3 |
|
|
2022
Q4 | $2.48M | Buy |
18,480
+565
| +3% | +$75.8K | 3.34% | 3 |
|
|
2022
Q3 | $1.87M | Buy |
17,915
+265
| +2% | +$27.7K | 2.78% | 3 |
|
|
2022
Q2 | $1.99M | Buy |
17,650
+157
| +0.9% | +$17.7K | 2.71% | 3 |
|
|
2022
Q1 | $2.39M | Buy |
17,493
+946
| +6% | +$129K | 2.64% | 3 |
|
|
2021
Q4 | $2.62M | Buy |
+16,547
| New | +$2.62M | 2.89% | 3 |
|