Leo Brokerage’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.36M | Buy |
9,355
+477
| +5% | +$69.4K | 0.16% | 103 |
|
|
2023
Q1 | $1.16M | Buy |
+8,878
| New | +$1.16M | 0.17% | 109 |
|
|
2022
Q2 | $424K | Sell |
3,767
-2,116
| -36% | -$238K | 0.11% | 117 |
|
|
2022
Q1 | $802K | Buy |
+5,883
| New | +$802K | 0.13% | 113 |
|
|
2021
Q3 | $540K | Sell |
3,297
-174
| -5% | -$28.5K | 0.1% | 99 |
|
|
2021
Q2 | $540K | Buy |
3,471
+203
| +6% | +$31.6K | 0.11% | 100 |
|
|
2021
Q1 | $497K | Buy |
3,268
+7
| +0.2% | +$1.07K | 0.14% | 94 |
|
|
2020
Q4 | $414K | Sell |
3,261
-690
| -17% | -$87.6K | 0.13% | 102 |
|
|
2020
Q3 | $372K | Buy |
+3,951
| New | +$372K | 0.15% | 80 |
|