Filbrandt Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $641K | Buy |
3,914
+24
| +0.6% | +$3.93K | 0.37% | 15 |
|
|
2021
Q2 | $605K | Sell |
3,890
-1
| -0% | -$156 | 0.34% | 17 |
|
|
2021
Q1 | $592K | Buy |
3,891
+26
| +0.7% | +$3.96K | 0.36% | 17 |
|
|
2020
Q4 | $491K | Sell |
3,865
-600
| -13% | -$76.2K | 0.31% | 17 |
|
|
2020
Q3 | $430K | Buy |
4,465
+265
| +6% | +$25.5K | 0.34% | 17 |
|
|
2020
Q2 | $395K | Buy |
4,200
+289
| +7% | +$27.2K | 0.31% | 20 |
|
|
2020
Q1 | $352K | Buy |
3,911
+102
| +3% | +$9.18K | 0.39% | 13 |
|
|
2019
Q4 | $530K | Buy |
+3,809
| New | +$530K | 0.47% | 13 |
|