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SageGuard Financial Group’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,375
Closed -$214K 73
2021
Q2
$214K Sell
1,375
-1,292
-48% -$201K 0.1% 129
2021
Q1
$407K Sell
2,667
-114
-4% -$17.4K 0.19% 88
2020
Q4
$354K Buy
+2,781
New +$354K 0.17% 86