FTIS
First Trust Investment Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.73M | Sell |
12,947
-18,939
| -59% | -$3.99M | 0.31% | 74 |
|
|
2024
Q2 | $6.45M | Buy |
31,886
+17,333
| +119% | +$3.51M | 0.91% | 34 |
|
|
2024
Q1 | $2.92M | Buy |
14,553
+4,722
| +48% | +$946K | 0.51% | 47 |
|
|
2023
Q4 | $1.67M | Buy |
+9,831
| New | +$1.67M | 0.35% | 74 |
|