JPMorgan Chase & Co’s Stran & Co SWAG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18
| Closed | -$18 | – | 6583 |
|
|
2025
Q1 | $18 | Sell |
18
-2
| -10% | -$2 | ﹤0.01% | 6264 |
|
|
2024
Q4 | $18 | Hold |
20
| – | – | ﹤0.01% | 6225 |
|
|
2024
Q3 | $24 | Sell |
20
-2
| -9% | -$2 | ﹤0.01% | 6166 |
|
|
2024
Q2 | $25 | Sell |
22
-1
| -4% | -$1 | ﹤0.01% | 6121 |
|
|
2024
Q1 | $34 | Buy |
23
+8
| +53% | +$12 | ﹤0.01% | 6085 |
|
|
2023
Q4 | $22 | Buy |
15
+5
| +50% | +$7 | ﹤0.01% | 6288 |
|
|
2023
Q3 | $12 | Buy |
+10
| New | +$12 | ﹤0.01% | 6307 |
|