CFN

Cordasco Financial Network’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$173K	Buy	1,533 +700	+84%	+$79K	0.13%	97
2022 Q1	$114K	Hold	833	–	–	0.07%	127
2021 Q4	$132K	Hold	833	–	–	0.08%	117
2021 Q3	$136K	Sell	833 -121	-13%	-$19.8K	0.09%	107
2021 Q2	$148K	Hold	954	–	–	0.1%	105
2021 Q1	$145K	Sell	954 -5	-0.5%	-$760	0.11%	104
2020 Q4	$122K	Buy	959 +100	+12%	+$12.7K	0.1%	105
2020 Q3	$83K	Sell	859 -300	-26%	-$29K	0.07%	123
2020 Q2	$109K	Hold	1,159	–	–	0.1%	107
2020 Q1	$104K	Buy	1,159 +826	+248%	+$74.1K	0.12%	90
2019 Q4	$46K	Hold	333	–	–	0.04%	147
2019 Q3	$39K	Hold	333	–	–	0.04%	160
2019 Q2	$37K	Sell	333 -335	-50%	-$37.2K	0.04%	162
2019 Q1	$68K	Buy	668 +335	+101%	+$34.1K	0.07%	105
2018 Q4	$33K	Sell	333 -2,500	-88%	-$248K	0.04%	164
2018 Q3	$320K	Hold	2,833	–	–	0.3%	45
2018 Q2	$295K	Hold	2,833	–	–	0.29%	47
2018 Q1	$312K	Buy	2,833 +500	+21%	+$55.1K	0.34%	44
2017 Q4	$249K	Hold	2,333	–	–	0.26%	55
2017 Q3	$223K	Hold	2,333	–	–	0.24%	57
2017 Q2	$213K	Buy	2,333 +1,942	+497%	+$177K	0.24%	56
2017 Q1	$34K	Buy	391 +58	+17%	+$5.04K	0.04%	140
2016 Q4	$29K	Hold	333	–	–	0.03%	145
2016 Q3	$21K	Hold	333	–	–	0.02%	163
2016 Q2	$21K	Hold	333	–	–	0.02%	163
2016 Q1	$20K	Hold	333	–	–	0.02%	170
2015 Q4	$22K	Sell	333 -450	-57%	-$29.7K	0.02%	170
2015 Q3	$48K	Hold	783	–	–	0.04%	133
2015 Q2	$53K	Hold	783	–	–	0.04%	129
2015 Q1	$47K	Hold	783	–	–	0.03%	152
2014 Q4	$49K	Hold	783	–	–	0.04%	159
2014 Q3	$47K	Hold	783	–	–	0.04%	167
2014 Q2	$45K	Hold	783	–	–	0.03%	170
2014 Q1	$48K	Hold	783	–	–	0.04%	157
2013 Q4	$46K	Buy	+783	New	+$46K	0.03%	151