Fullen Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $856K | Sell |
6,195
-819
| -12% | -$113K | 0.46% | 35 |
|
|
2022
Q4 | $982K | Buy |
7,014
+49
| +0.7% | +$6.86K | 0.56% | 31 |
|
|
2022
Q3 | $877K | Buy |
6,965
+110
| +2% | +$13.9K | 0.56% | 30 |
|
|
2022
Q2 | $772K | Buy |
6,855
+307
| +5% | +$34.6K | 0.5% | 33 |
|
|
2022
Q1 | $893K | Buy |
6,548
+245
| +4% | +$33.4K | 0.52% | 33 |
|
|
2021
Q4 | $998K | Hold |
6,303
| – | – | 0.56% | 32 |
|
|
2021
Q3 | $1M | Sell |
6,303
-197
| -3% | -$31.3K | 0.57% | 31 |
|
|
2021
Q2 | $1.01M | Buy |
6,500
+661
| +11% | +$103K | 0.6% | 31 |
|
|
2021
Q1 | $889K | Sell |
5,839
-687
| -11% | -$105K | 0.57% | 33 |
|
|
2020
Q4 | $829K | Sell |
6,526
-1,140
| -15% | -$145K | 0.56% | 32 |
|
|
2020
Q3 | $738K | Hold |
7,666
| – | – | 0.56% | 32 |
|
|
2020
Q2 | $721K | Buy |
+7,666
| New | +$721K | 0.6% | 31 |
|