South Shore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,904
| Closed | -$214K | – | 83 |
|
|
2022
Q2 | $214K | Sell |
1,904
-47
| -2% | -$5.28K | 0.45% | 79 |
|
|
2022
Q1 | $266K | Buy |
1,951
+303
| +18% | +$41.3K | 0.43% | 73 |
|
|
2021
Q4 | $261K | Buy |
+1,648
| New | +$261K | 0.43% | 79 |
|
|
2021
Q2 | – | Sell |
-6,809
| Closed | -$1.04M | – | 114 |
|
|
2021
Q1 | $1.04M | Sell |
6,809
-1,593
| -19% | -$243K | 1.03% | 23 |
|
|
2020
Q4 | $1.07M | Buy |
+8,402
| New | +$1.07M | 1.06% | 24 |
|