Norwood Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $442K | Buy |
2,207
+159
| +8% | +$31.8K | 0.64% | 38 |
|
|
2023
Q4 | $348K | Sell |
2,048
-25
| -1% | -$4.25K | 0.53% | 42 |
|
|
2023
Q3 | $301K | Buy |
2,073
+15
| +0.7% | +$2.18K | 0.49% | 45 |
|
|
2023
Q2 | $299K | Hold |
2,058
| – | – | 0.45% | 50 |
|
|
2023
Q1 | $268K | Hold |
2,058
| – | – | 0.43% | 60 |
|
|
2022
Q4 | $276K | Hold |
2,058
| – | – | 0.43% | 58 |
|
|
2022
Q3 | $215K | Buy |
2,058
+208
| +11% | +$21.7K | 0.38% | 65 |
|
|
2022
Q2 | $209K | Hold |
1,850
| – | – | 0.36% | 66 |
|
|
2022
Q1 | $252K | Buy |
1,850
+100
| +6% | +$13.6K | 0.37% | 65 |
|
|
2021
Q4 | $277K | Buy |
+1,750
| New | +$277K | 0.38% | 64 |
|