J.P. Morgan Private Wealth Advisors’s BOK Financial BOKF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-8,658
Closed -$593K 1754
2020
Q4
$593K Buy
8,658
+1,370
+19% +$93.8K ﹤0.01% 1220
2020
Q3
$375K Buy
7,288
+1,083
+17% +$55.7K ﹤0.01% 1270
2020
Q2
$350K Buy
+6,205
New +$350K ﹤0.01% 1245