KB Financial Partners’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 | $198K | Sell |
1,363
-3
| -0.2% | -$436 | 0.06% | 163 |
|
|
2023
Q2 | $199K | Sell |
1,366
-6
| -0.4% | -$874 | 0.05% | 173 |
|
|
2023
Q1 | $179K | Sell |
1,372
-37
| -3% | -$4.83K | 0.05% | 170 |
|
|
2022
Q4 | $189K | Sell |
1,409
-4
| -0.3% | -$537 | 0.06% | 172 |
|
|
2022
Q3 | $148K | Buy |
1,413
+246
| +21% | +$25.8K | 0.05% | 175 |
|
|
2022
Q2 | $131K | Sell |
1,167
-28
| -2% | -$3.14K | 0.05% | 185 |
|
|
2022
Q1 | $163K | Buy |
1,195
+1
| +0.1% | +$136 | 0.05% | 183 |
|
|
2021
Q4 | $189K | Buy |
+1,194
| New | +$189K | 0.05% | 183 |
|
|
2021
Q3 | – | Sell |
-1,177
| Closed | -$183K | – | 371 |
|
|
2021
Q2 | $183K | Sell |
1,177
-46
| -4% | -$7.15K | 0.07% | 163 |
|
|
2021
Q1 | $186K | Buy |
+1,223
| New | +$186K | 0.08% | 155 |
|