Kenfarb & Co’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 | $517K | Hold |
3,562
| – | – | 0.47% | 60 |
|
|
2023
Q2 | $518K | Sell |
3,562
-30
| -0.8% | -$4.36K | 0.45% | 63 |
|
|
2023
Q1 | $468K | Hold |
3,592
| – | – | 0.42% | 63 |
|
|
2022
Q4 | $482K | Sell |
3,592
-1,000
| -22% | -$134K | 0.43% | 62 |
|
|
2022
Q3 | $480K | Hold |
4,592
| – | – | 0.46% | 61 |
|
|
2022
Q2 | $626K | Hold |
4,592
| – | – | 0.5% | 56 |
|
|
2022
Q1 | $626K | Buy |
4,592
+2,910
| +173% | +$397K | 0.5% | 56 |
|
|
2021
Q4 | $266K | Buy |
+1,682
| New | +$266K | 0.19% | 97 |
|