Scott Capital Advisors’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
Sell
-1,250
Closed -$264K 50
2024
Q3
$264K Sell
1,250
-42
-3% -$8.86K 0.07% 45
2024
Q2
$268K Sell
1,292
-10
-0.8% -$2.08K 0.08% 42
2024
Q1
$257K Buy
1,302
+23
+2% +$4.53K 0.08% 44
2023
Q4
$218K Buy
+1,279
New +$218K 0.07% 49