Sowa Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-801
| Closed | -$102K | – | 149 |
|
|
2020
Q4 | $102K | Hold |
801
| – | – | 0.07% | 92 |
|
|
2020
Q3 | $77K | Hold |
801
| – | – | 0.06% | 99 |
|
|
2020
Q2 | $75K | Hold |
801
| – | – | 0.06% | 93 |
|
|
2020
Q1 | $72K | Hold |
801
| – | – | 0.06% | 90 |
|
|
2019
Q4 | $112K | Buy |
+801
| New | +$112K | 0.09% | 81 |
|