Milestone Advisory Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $355K | Hold |
2,446
| – | – | 0.3% | 43 |
|
|
2023
Q2 | $356K | Sell |
2,446
-10
| -0.4% | -$1.45K | 0.32% | 45 |
|
|
2023
Q1 | $320K | Buy |
2,456
+10
| +0.4% | +$1.3K | 0.3% | 50 |
|
|
2022
Q4 | $328K | Hold |
2,446
| – | – | 0.24% | 48 |
|
|
2022
Q3 | $256K | Hold |
2,446
| – | – | 0.19% | 58 |
|
|
2022
Q2 | $279K | Sell |
2,446
-208
| -8% | -$23.7K | 0.23% | 53 |
|
|
2022
Q1 | $362K | Buy |
+2,654
| New | +$362K | 0.2% | 57 |
|