KWB 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 | – | Sell |
-2,949
| Closed | -$332K | – | 108 |
|
|
2022
Q2 | $332K | Buy |
2,949
+417
| +16% | +$46.9K | 0.06% | 81 |
|
|
2022
Q1 | $401K | Hold |
2,532
| – | – | 0.07% | 64 |
|
|
2021
Q4 | $401K | Buy |
2,532
+7
| +0.3% | +$1.11K | 0.07% | 64 |
|
|
2021
Q3 | $413K | Buy |
2,525
+467
| +23% | +$76.4K | 0.07% | 62 |
|
|
2021
Q2 | $313K | Hold |
2,058
| – | – | 0.06% | 66 |
|
|
2021
Q1 | $313K | Buy |
+2,058
| New | +$313K | 0.06% | 66 |
|