Cox Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-11,053
Closed -$1.54M 141
2020
Q1
$1.54M Hold
11,053
1.34% 36
2019
Q4
$1.54M Buy
+11,053
New +$1.54M 1.4% 36