Financial Planners of Cleveland’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,758
Closed -$240K 27
2022
Q1
$240K Sell
1,758
-285
-14% -$38.9K 0.1% 50
2021
Q4
$344K Buy
+2,043
New +$344K 0.14% 55