RHS Financial’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 |
-1,250
| Closed | -$205K | – | 87 |
|
|
2021
Q3 | $205K | Buy |
+1,250
| New | +$205K | 0.15% | 85 |
|
|
2021
Q2 | – | Sell |
-1,469
| Closed | -$224K | – | 80 |
|
|
2021
Q1 | $224K | Buy |
+1,469
| New | +$224K | 0.19% | 69 |
|
|
2020
Q1 | – | Sell |
-1,610
| Closed | -$224K | – | 68 |
|
|
2019
Q4 | $224K | Buy |
+1,610
| New | +$224K | 0.23% | 63 |
|