Sanctuary Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.7K | Buy |
82
+62
| +310% | +$14.9K | 0.01% | 138 |
|
|
2024
Q3 | $4.22K | Hold |
20
| – | – | ﹤0.01% | 206 |
|
|
2024
Q2 | $4.05K | Hold |
20
| – | – | ﹤0.01% | 185 |
|
|
2024
Q1 | $4.01K | Hold |
20
| – | – | ﹤0.01% | 176 |
|
|
2023
Q4 | $3.4K | Hold |
20
| – | – | ﹤0.01% | 188 |
|
|
2023
Q3 | $2.9K | Hold |
20
| – | – | ﹤0.01% | 181 |
|
|
2023
Q2 | $2.91K | Buy |
+20
| New | +$2.91K | ﹤0.01% | 183 |
|
|
2022
Q4 | $2.68K | Buy |
+20
| New | +$2.68K | ﹤0.01% | 177 |
|