Personal Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-695
| Closed | -$108K | – | 241 |
|
|
2021
Q2 | $108K | Buy |
+695
| New | +$108K | 0.04% | 110 |
|
|
2020
Q1 | – | Sell |
-445
| Closed | -$62K | – | 333 |
|
|
2019
Q4 | $62K | Hold |
445
| – | – | 0.03% | 133 |
|
|
2019
Q3 | $52K | Buy |
445
+198
| +80% | +$23.1K | 0.02% | 143 |
|
|
2019
Q2 | $28K | Buy |
+247
| New | +$28K | 0.01% | 161 |
|