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Independence Advisors’s JPMorgan Chase JPM Stock Holding History

Independence Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,652
Closed -$230K – 159
2019
Q4 		$230K Sell
1,652
-172
-9% -$23.9K 0.06% 90
2019
Q3 		$215K Sell
1,824
-86
-5% -$10.1K 0.05% 98
2019
Q2 		$214K Buy
+1,910
New +$214K 0.05% 93