Laurel Wealth Planning’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-125
| Closed | -$16.8K | – | 129 |
|
|
2022
Q4 | $16.8K | Sell |
125
-127
| -50% | -$17K | 0.01% | 137 |
|
|
2022
Q3 | $26K | Sell |
252
-23
| -8% | -$2.37K | 0.02% | 119 |
|
|
2022
Q2 | $31K | Buy |
275
+23
| +9% | +$2.59K | 0.02% | 123 |
|
|
2022
Q1 | $34K | Hold |
252
| – | – | 0.02% | 134 |
|
|
2021
Q4 | $40K | Hold |
252
| – | – | 0.03% | 94 |
|
|
2021
Q3 | $41K | Buy |
252
+125
| +98% | +$20.3K | 0.03% | 93 |
|
|
2021
Q2 | $20K | Hold |
127
| – | – | 0.02% | 80 |
|
|
2021
Q1 | $19K | Hold |
127
| – | – | 0.02% | 78 |
|
|
2020
Q4 | $16K | Buy |
+127
| New | +$16K | 0.02% | 73 |
|