Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,461
| Closed | -$1.09M | – | 56 |
|
|
2022
Q3 | $1.09M | Buy |
10,461
+1,188
| +13% | +$124K | 0.25% | 33 |
|
|
2022
Q2 | $1.04M | Buy |
9,273
+898
| +11% | +$101K | 0.22% | 36 |
|
|
2022
Q1 | $1.14M | Buy |
8,375
+1,871
| +29% | +$255K | 0.21% | 37 |
|
|
2021
Q4 | $1.03M | Buy |
6,504
+213
| +3% | +$33.7K | 0.01% | 37 |
|
|
2021
Q3 | $1.03M | Sell |
6,291
-379
| -6% | -$62.1K | 0.21% | 35 |
|
|
2021
Q2 | $1.04M | Buy |
6,670
+903
| +16% | +$140K | 0.23% | 38 |
|
|
2021
Q1 | $878K | Buy |
5,767
+1,444
| +33% | +$220K | 0.22% | 42 |
|
|
2020
Q4 | $549K | Buy |
4,323
+1,911
| +79% | +$243K | 0.15% | 59 |
|
|
2020
Q3 | $232K | Buy |
+2,412
| New | +$232K | 0.08% | 78 |
|