Freedman Financial Associates’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 |
-5,660
| Closed | -$769K | – | 237 |
|
|
2022
Q1 | $769K | Hold |
5,660
| – | – | 0.53% | 28 |
|
|
2021
Q4 | $896K | Hold |
5,660
| – | – | 0.61% | 24 |
|
|
2021
Q3 | $926K | Buy |
5,660
+154
| +3% | +$25.2K | 0.68% | 23 |
|
|
2021
Q2 | $856K | Sell |
5,506
-525
| -9% | -$81.6K | 0.65% | 24 |
|
|
2021
Q1 | $918K | Sell |
6,031
-175
| -3% | -$26.6K | 0.76% | 22 |
|
|
2020
Q4 | $789K | Buy |
+6,206
| New | +$789K | 0.71% | 20 |
|