Madison Park Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,950
Closed -$411K 67
2024
Q3
$411K Buy
1,950
+21
+1% +$4.43K 0.31% 42
2024
Q2
$390K Sell
1,929
-2
-0.1% -$404 0.33% 42
2024
Q1
$387K Buy
1,931
+41
+2% +$8.21K 0.34% 41
2023
Q4
$321K Buy
+1,890
New +$321K 0.31% 45