NWK Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,791
| Closed | -$1.56M | – | 67 |
|
|
2023
Q3 | $1.56M | Buy |
10,791
+738
| +7% | +$107K | 0.96% | 29 |
|
|
2023
Q2 | $1.46M | Buy |
+10,053
| New | +$1.46M | 0.86% | 31 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$14K | – | 209 |
|
|
2020
Q3 | $14K | Hold |
150
| – | – | 0.01% | 144 |
|
|
2020
Q2 | $14K | Buy |
+150
| New | +$14K | 0.01% | 150 |
|
|
2020
Q1 | – | Sell |
-281
| Closed | -$39K | – | 192 |
|
|
2019
Q4 | $39K | Buy |
+281
| New | +$39K | 0.03% | 109 |
|