Rainsberger Wealth Advisors’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 | $1.8M | Buy |
10,570
+110
| +1% | +$18.7K | 0.98% | 32 |
|
|
2023
Q3 | $1.52M | Buy |
10,460
+340
| +3% | +$49.3K | 0.93% | 34 |
|
|
2023
Q2 | $1.47M | Buy |
10,120
+158
| +2% | +$23K | 0.89% | 36 |
|
|
2023
Q1 | $1.3M | Buy |
9,962
+1,519
| +18% | +$198K | 0.77% | 39 |
|
|
2022
Q4 | $1.13M | Sell |
8,443
-136
| -2% | -$18.2K | 0.72% | 39 |
|
|
2022
Q3 | $896K | Buy |
8,579
+1,548
| +22% | +$162K | 0.62% | 40 |
|
|
2022
Q2 | $792K | Buy |
7,031
+326
| +5% | +$36.7K | 0.58% | 43 |
|
|
2022
Q1 | $914K | Buy |
6,705
+1,019
| +18% | +$139K | 0.59% | 44 |
|
|
2021
Q4 | $900K | Buy |
+5,686
| New | +$900K | 0.53% | 46 |
|