Pinnacle Family Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,628
Closed -$266K 138
2021
Q3
$266K Sell
1,628
-313
-16% -$51.1K 0.12% 115
2021
Q2
$302K Buy
1,941
+344
+22% +$53.5K 0.13% 99
2021
Q1
$243K Sell
1,597
-630
-28% -$95.9K 0.13% 107
2020
Q4
$283K Buy
+2,227
New +$283K 0.17% 92