DT
Daniels + Tansey’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,409
| Closed | -$223K | – | 35 |
|
|
2021
Q4 | $223K | Buy |
1,409
+37
| +3% | +$5.86K | 0.07% | 36 |
|
|
2021
Q3 | $224K | Buy |
1,372
+5
| +0.4% | +$816 | 0.08% | 33 |
|
|
2021
Q2 | $205K | Hold |
1,367
| – | – | 0.07% | 34 |
|
|
2021
Q1 | $208K | Buy |
+1,367
| New | +$208K | 0.08% | 29 |
|