Kore Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.16M | Sell |
30,218
-461
| -2% | -$48.2K | 0.57% | 43 |
|
|
2022
Q2 | $3.46M | Buy |
30,679
+340
| +1% | +$38.3K | 0.53% | 45 |
|
|
2022
Q1 | $4.14M | Buy |
30,339
+815
| +3% | +$111K | 0.52% | 41 |
|
|
2021
Q4 | $4.68M | Sell |
29,524
-5,595
| -16% | -$886K | 0.57% | 36 |
|
|
2021
Q3 | $5.75M | Buy |
35,119
+502
| +1% | +$82.2K | 0.6% | 34 |
|
|
2021
Q2 | $5.38M | Buy |
34,617
+1,112
| +3% | +$173K | 0.6% | 31 |
|
|
2021
Q1 | $5.1M | Sell |
33,505
-1,608
| -5% | -$245K | 0.69% | 28 |
|
|
2020
Q4 | $4.46M | Buy |
35,113
+1,584
| +5% | +$201K | 0.69% | 30 |
|
|
2020
Q3 | $3.23M | Sell |
33,529
-3,269
| -9% | -$315K | 0.62% | 32 |
|
|
2020
Q2 | $3.46M | Buy |
36,798
+2,250
| +7% | +$212K | 0.71% | 31 |
|
|
2020
Q1 | $3.11M | Sell |
34,548
-1,652
| -5% | -$149K | 0.74% | 33 |
|
|
2019
Q4 | $5.05M | Sell |
36,200
-971
| -3% | -$135K | 0.96% | 30 |
|
|
2019
Q3 | $4.3M | Sell |
37,171
-15
| -0% | -$1.73K | 0.97% | 32 |
|
|
2019
Q2 | $4.16M | Buy |
37,186
+1,905
| +5% | +$213K | 0.94% | 31 |
|
|
2019
Q1 | $3.57M | Sell |
35,281
-3,936
| -10% | -$398K | 0.8% | 37 |
|
|
2018
Q4 | $3.83M | Buy |
+39,217
| New | +$3.83M | 1.05% | 27 |
|