MD Financial Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $216K | Buy |
1,366
+292
| +27% | +$46.2K | 0.01% | 268 |
|
|
2021
Q3 | $176K | Sell |
1,074
-125
| -10% | -$20.5K | ﹤0.01% | 265 |
|
|
2021
Q2 | $186K | Sell |
1,199
-30,651
| -96% | -$4.75M | 0.01% | 260 |
|
|
2021
Q1 | $4.85M | Buy |
31,850
+30,628
| +2,506% | +$4.66M | 0.14% | 68 |
|
|
2020
Q4 | $155K | Buy |
+1,222
| New | +$155K | ﹤0.01% | 47 |
|