Crescent Capital Consulting’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$2.06M Buy
13,024
+2,362
+22% +$374K 0.34% 68
2021
Q3
$1.75M Sell
10,662
-1,300
-11% -$213K 0.32% 71
2021
Q2
$1.86M Sell
11,962
-90
-0.7% -$14K 0.35% 64
2021
Q1
$1.83M Buy
12,052
+812
+7% +$124K 0.4% 60
2020
Q4
$1.43M Buy
+11,240
New +$1.43M 0.37% 65