IA
Integrity Advisory’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-152,249
| Closed | -$15.9M | – | 81 |
|
|
2022
Q3 | $15.9M | Buy |
152,249
+50,937
| +50% | +$5.32M | 14.78% | 1 |
|
|
2022
Q2 | $11.4M | Buy |
101,312
+65,042
| +179% | +$7.32M | 11.17% | 2 |
|
|
2022
Q1 | $4.94M | Buy |
+36,270
| New | +$4.94M | 4.85% | 5 |
|