Johnson Midwest Financial’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 | $14.2K | Buy |
98
+1
| +1% | +$145 | 0.03% | 170 |
|
|
2023
Q2 | $14.1K | Hold |
97
| – | – | 0.01% | 177 |
|
|
2023
Q1 | $12.6K | Buy |
97
+1
| +1% | +$130 | 0.02% | 184 |
|
|
2022
Q4 | $13K | Sell |
96
-29
| -23% | -$3.93K | 0.05% | 175 |
|
|
2022
Q3 | $13 | Buy |
125
+1
| +0.8% | – | 0.05% | 170 |
|
|
2022
Q2 | $14K | Hold |
124
| – | – | 0.02% | 159 |
|
|
2022
Q1 | $17K | Buy |
124
+31
| +33% | +$4.25K | 0.02% | 143 |
|
|
2021
Q4 | $15K | Buy |
93
+1
| +1% | +$161 | 0.01% | 152 |
|
|
2021
Q3 | $15K | Hold |
92
| – | – | 0.01% | 157 |
|
|
2021
Q2 | $14K | Buy |
92
+1
| +1% | +$152 | 0.01% | 153 |
|
|
2021
Q1 | $14K | Hold |
91
| – | – | 0.01% | 145 |
|
|
2020
Q4 | $12K | Buy |
+91
| New | +$12K | 0.01% | 161 |
|