Econ Financial Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-18,717
Closed -$2.51M 89
2022
Q4
$2.51M Sell
18,717
-1,418
-7% -$190K 2.54% 13
2022
Q3
$2.1M Buy
+20,135
New +$2.1M 1.73% 23