Karn Couzens & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $353K | Hold |
2,586
| – | – | 0.22% | 62 |
|
2021
Q4 | $409K | Hold |
2,586
| – | – | 0.28% | 49 |
|
2021
Q3 | $423K | Hold |
2,586
| – | – | 0.32% | 41 |
|
2021
Q2 | $402K | Hold |
2,586
| – | – | 0.31% | 44 |
|
2021
Q1 | $394K | Hold |
2,586
| – | – | 0.35% | 40 |
|
2020
Q4 | $329K | Buy |
+2,586
| New | +$329K | 0.31% | 44 |
|