Financial Services Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,533
| Closed | -$223K | – | 53 |
|
|
2023
Q2 | $223K | Buy |
+1,533
| New | +$223K | 0.09% | 44 |
|
|
2018
Q4 | – | Sell |
-2,273
| Closed | -$256K | – | 10 |
|
|
2018
Q3 | $256K | Sell |
2,273
-1,979
| -47% | -$223K | 0.17% | 17 |
|
|
2018
Q2 | $443K | Buy |
4,252
+21
| +0.5% | +$2.19K | 0.38% | 18 |
|
|
2018
Q1 | $465K | Buy |
+4,231
| New | +$465K | 0.5% | 19 |
|