Innovis Asset Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$1.28M Sell
8,837
-48
-0.5% -$6.96K 0.49% 38
2023
Q2
$1.29M Sell
8,885
-27
-0.3% -$3.93K 0.48% 42
2023
Q1
$1.16M Buy
8,912
+2,401
+37% +$313K 0.47% 44
2022
Q4
$873K Buy
+6,511
New +$873K 0.39% 46