Lumature Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Lumature Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$605K	Buy
2023 Q1	$513K	Sell
2022 Q4	$530K	Sell
2022 Q3	$443K	Buy
2022 Q2	$446K	Buy
2022 Q1	$514K	Buy
2021 Q4	$38K	Sell
2021 Q3	$50K	Sell
2021 Q2	$50K	Buy
2021 Q1	$48K	Sell
2020 Q4	$638K	Buy