Steward Financial Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$937K Sell
2023
Q2
$1.97M Sell
2023
Q1
$1.81M Buy
2022
Q4
$1.81M Buy
2022
Q3
$1.4M Buy
2022
Q2
$1.51M Buy
2022
Q1
$1.8M Hold
2021
Q4
$2.09M Buy