New Century 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
Q3
$1.08M Buy
10,310
+2,000
+24% +$209K 1.31% 22
2022
Q2
$936K Hold
8,310
1.06% 24
2022
Q1
$1.13M Sell
8,310
-10,815
-57% -$1.47M 0.96% 30
2021
Q4
$3.03M Buy
+19,125
New +$3.03M 2.87% 8