Mosaic Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,436
| Closed | -$544K | – | 38 |
|
|
2021
Q4 | $544K | Sell |
3,436
-468
| -12% | -$74.1K | 0.4% | 17 |
|
|
2021
Q3 | $639K | Buy |
3,904
+24
| +0.6% | +$3.93K | 0.43% | 17 |
|
|
2021
Q2 | $603K | Sell |
3,880
-40
| -1% | -$6.22K | 0.39% | 22 |
|
|
2021
Q1 | $597K | Buy |
3,920
+986
| +34% | +$150K | 0.51% | 20 |
|
|
2020
Q4 | $373K | Buy |
+2,934
| New | +$373K | 0.34% | 25 |
|