HC Financial Advisors’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 | $154K | Buy |
1,364
+421
| +45% | +$47.5K | 0.1% | 85 |
|
|
2022
Q1 | $129K | Buy |
943
+75
| +9% | +$10.3K | 0.08% | 94 |
|
|
2021
Q4 | $137K | Hold |
868
| – | – | 0.08% | 96 |
|
|
2021
Q3 | $142K | Hold |
868
| – | – | 0.09% | 88 |
|
|
2021
Q2 | $135K | Hold |
868
| – | – | 0.08% | 96 |
|
|
2021
Q1 | $132K | Hold |
868
| – | – | 0.08% | 91 |
|
|
2020
Q4 | $110K | Sell |
868
-464
| -35% | -$58.8K | 0.07% | 101 |
|
|
2020
Q3 | $128K | Buy |
1,332
+214
| +19% | +$20.6K | 0.09% | 83 |
|
|
2020
Q2 | $105K | Hold |
1,118
| – | – | 0.08% | 81 |
|
|
2020
Q1 | $101K | Buy |
+1,118
| New | +$101K | 0.09% | 84 |
|