Steward 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $937K | Sell |
6,466
-7,092
| -52% | -$1.03M | 0.3% | 25 |
|
|
2023
Q2 | $1.97M | Sell |
13,558
-366
| -3% | -$53.2K | 0.63% | 15 |
|
|
2023
Q1 | $1.81M | Buy |
13,924
+412
| +3% | +$53.7K | 0.6% | 14 |
|
|
2022
Q4 | $1.81M | Buy |
13,512
+78
| +0.6% | +$10.5K | 0.91% | 13 |
|
|
2022
Q3 | $1.4M | Buy |
13,434
+26
| +0.2% | +$2.72K | 1.04% | 11 |
|
|
2022
Q2 | $1.51M | Buy |
13,408
+190
| +1% | +$21.4K | 1.25% | 6 |
|
|
2022
Q1 | $1.8M | Hold |
13,218
| – | – | 1.61% | 3 |
|
|
2021
Q4 | $2.09M | Buy |
+13,218
| New | +$2.09M | 1.93% | 3 |
|