Family Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $400K | Buy |
1,898
+2
| +0.1% | +$422 | 0.24% | 78 |
|
|
2024
Q2 | $383K | Buy |
1,896
+147
| +8% | +$29.7K | 0.25% | 77 |
|
|
2024
Q1 | $350K | Buy |
1,749
+39
| +2% | +$7.81K | 0.22% | 81 |
|
|
2023
Q4 | $291K | Buy |
1,710
+200
| +13% | +$34K | 0.19% | 85 |
|
|
2023
Q3 | $219K | Hold |
1,510
| – | – | 0.16% | 89 |
|
|
2023
Q2 | $220K | Buy |
+1,510
| New | +$220K | 0.15% | 97 |
|
|
2023
Q1 | – | Sell |
-1,585
| Closed | -$213K | – | 183 |
|
|
2022
Q4 | $213K | Buy |
+1,585
| New | +$213K | 0.18% | 91 |
|