J.P. Morgan Private Wealth Advisors’s Pathward Financial CASH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-7,028
Closed -$369K 1996
2021
Q3
$369K Sell
7,028
-123
-2% -$6.46K ﹤0.01% 1625
2021
Q2
$362K Buy
+7,151
New +$362K ﹤0.01% 1614