Retirement Group’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 | $31.4K | Buy |
157
+109
| +227% | +$21.8K | 0.01% | 291 |
|
|
2023
Q4 | $8.17K | Buy |
48
+15
| +45% | +$2.55K | ﹤0.01% | 475 |
|
|
2023
Q3 | $4.79K | Sell |
33
-35
| -51% | -$5.08K | ﹤0.01% | 491 |
|
|
2023
Q2 | $9.89K | Hold |
68
| – | – | ﹤0.01% | 411 |
|
|
2023
Q1 | $9K | Buy |
68
+48
| +240% | +$6.35K | ﹤0.01% | 404 |
|
|
2022
Q4 | $3K | Sell |
20
-80
| -80% | -$12K | ﹤0.01% | 491 |
|
|
2022
Q3 | $10K | Sell |
100
-51
| -34% | -$5.1K | 0.01% | 249 |
|
|
2022
Q2 | $17K | Sell |
151
-19
| -11% | -$2.14K | 0.01% | 354 |
|
|
2022
Q1 | $23K | Buy |
170
+19
| +13% | +$2.57K | 0.01% | 316 |
|
|
2021
Q4 | $24K | Hold |
151
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $25K | Hold |
151
| – | – | 0.01% | 284 |
|
|
2021
Q2 | $23K | Hold |
151
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $23K | Sell |
151
-79
| -34% | -$12K | 0.01% | 362 |
|
|
2020
Q4 | $29K | Sell |
230
-40
| -15% | -$5.04K | 0.01% | 318 |
|
|
2020
Q3 | $26K | Sell |
270
-30
| -10% | -$2.89K | 0.01% | 302 |
|
|
2020
Q2 | $28K | Buy |
+300
| New | +$28K | 0.02% | 286 |
|
|
2019
Q4 | $28K | Buy |
+199
| New | +$28K | 0.02% | 286 |
|