Knowledge Leaders Capital’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
Sell
-5,285
Closed -$837K 122
2021
Q4
$837K Sell
5,285
-975
-16% -$154K 0.61% 76
2021
Q3
$1.03M Hold
6,260
0.83% 43
2021
Q2
$974K Buy
+6,260
New +$974K 0.65% 66