MD Financial Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$216K Buy
2021
Q3
$176K Sell
2021
Q2
$186K Sell
2021
Q1
$4.85M Buy
2020
Q4
$155K Buy