Goodwin Investment Advisory’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
-278
Closed -$29K 235
2022
Q3
$29K Buy
+278
New +$29K 0.02% 111
2021
Q2
Sell
-457
Closed -$70K 137
2021
Q1
$70K Buy
+457
New +$70K 0.08% 49