SBK Financial’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$771K Hold
5,747
1.22% 28
2022
Q3
$601K Sell
5,747
-276
-5% -$28.9K 0.92% 35
2022
Q2
$678K Buy
6,023
+101
+2% +$11.4K 0.89% 34
2022
Q1
$807K Hold
5,922
0.8% 33
2021
Q4
$938K Buy
+5,922
New +$938K 0.75% 31