NWS
Newport Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $677K | Buy |
4,137
+58
| +1% | +$9.49K | 0.41% | 54 |
|
|
2021
Q2 | $634K | Buy |
4,079
+1
| +0% | +$155 | 0.37% | 53 |
|
|
2021
Q1 | $621K | Sell |
4,078
-249
| -6% | -$37.9K | 0.39% | 51 |
|
|
2020
Q4 | $417K | Hold |
4,327
| – | – | 0.31% | 57 |
|
|
2020
Q3 | $420K | Sell |
4,327
-49
| -1% | -$4.76K | 0.31% | 57 |
|
|
2020
Q2 | $412K | Sell |
4,376
-86
| -2% | -$8.1K | 0.38% | 50 |
|
|
2020
Q1 | $426K | Sell |
4,462
-8,087
| -64% | -$772K | 0.4% | 47 |
|
|
2019
Q4 | $1.71M | Buy |
12,549
+6,334
| +102% | +$861K | 1.24% | 22 |
|
|
2019
Q3 | $731K | Sell |
6,215
-749
| -11% | -$88.1K | 0.67% | 35 |
|
|
2019
Q2 | $794K | Sell |
6,964
-181
| -3% | -$20.6K | 0.73% | 32 |
|
|
2019
Q1 | $753K | Buy |
7,145
+2,881
| +68% | +$304K | 0.76% | 34 |
|
|
2018
Q4 | $429K | Sell |
4,264
-2,009
| -32% | -$202K | 0.59% | 44 |
|
|
2018
Q3 | $684K | Sell |
6,273
-6,311
| -50% | -$688K | 0.87% | 27 |
|
|
2018
Q2 | $1.31M | Buy |
12,584
+1,176
| +10% | +$123K | 1.52% | 19 |
|
|
2018
Q1 | $1.26M | Buy |
11,408
+1,157
| +11% | +$127K | 0.98% | 22 |
|
|
2017
Q4 | $1.19M | Buy |
+10,251
| New | +$1.19M | 0.85% | 28 |
|