HT Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,459
| Closed | -$231K | – | 52 |
|
|
2021
Q4 | $231K | Buy |
1,459
+41
| +3% | +$6.49K | 0.07% | 48 |
|
|
2021
Q3 | $232K | Buy |
1,418
+21
| +2% | +$3.44K | 0.07% | 46 |
|
|
2021
Q2 | $217K | Hold |
1,397
| – | – | 0.07% | 48 |
|
|
2021
Q1 | $213K | Buy |
+1,397
| New | +$213K | 0.07% | 45 |
|