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Level Four Financial’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$2.26M Sell
13,806
-248
-2% -$40.6K 0.98% 19
2021
Q2
$2.19M Buy
14,054
+1,939
+16% +$302K 0.92% 19
2021
Q1
$1.84M Sell
12,115
-542
-4% -$82.5K 0.85% 23
2020
Q4
$1.61M Buy
+12,657
New +$1.61M 0.69% 32