Kays Financial Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-837
| Closed | -$117K | – | 87 |
|
|
2019
Q4 | $117K | Sell |
837
-1,482
| -64% | -$207K | 0.02% | 87 |
|
|
2019
Q3 | $273K | Sell |
2,319
-279
| -11% | -$32.8K | 0.05% | 94 |
|
|
2019
Q2 | $290K | Buy |
2,598
+12
| +0.5% | +$1.34K | 0.05% | 93 |
|
|
2019
Q1 | $262K | Buy |
+2,586
| New | +$262K | 0.05% | 94 |
|
|
2018
Q1 | – | Sell |
-2,760
| Closed | -$296K | – | 79 |
|
|
2017
Q4 | $296K | Buy |
2,760
+67
| +2% | +$7.19K | 0.09% | 72 |
|
|
2017
Q3 | $257K | Buy |
+2,693
| New | +$257K | 0.08% | 70 |
|