Harper Investing’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 | – | Sell |
-2,082
| Closed | -$279K | – | 29 |
|
|
2022
Q4 | $279K | Sell |
2,082
-2,669
| -56% | -$358K | 0.34% | 33 |
|
|
2022
Q3 | $481K | Buy |
4,751
+278
| +6% | +$28.1K | 0.49% | 39 |
|
|
2022
Q2 | $504K | Buy |
4,473
+805
| +22% | +$90.7K | 0.51% | 42 |
|
|
2022
Q1 | $500K | Buy |
+3,668
| New | +$500K | 0.46% | 41 |
|