Estate Counselors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-555
| Closed | -$57K | – | 167 |
|
|
2022
Q3 | $57K | Hold |
555
| – | – | 0.01% | 132 |
|
|
2022
Q2 | $62K | Hold |
555
| – | – | 0.01% | 132 |
|
|
2022
Q1 | $75K | Hold |
555
| – | – | 0.01% | 132 |
|
|
2021
Q4 | $87K | Hold |
555
| – | – | 0.01% | 133 |
|
|
2021
Q3 | $90K | Hold |
555
| – | – | 0.01% | 145 |
|
|
2021
Q2 | $86K | Hold |
555
| – | – | 0.01% | 140 |
|
|
2021
Q1 | $84K | Hold |
555
| – | – | 0.01% | 136 |
|
|
2020
Q4 | $71K | Sell |
555
-4,495
| -89% | -$575K | 0.01% | 116 |
|
|
2020
Q3 | $486K | Buy |
5,050
+555
| +12% | +$53.4K | 0.08% | 93 |
|
|
2020
Q2 | $422K | Buy |
+4,495
| New | +$422K | 0.07% | 105 |
|