Stewardship Financial Advisors’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 | $611K | Sell |
4,011
-993
| -20% | -$151K | 0.21% | 38 |
|
|
2020
Q4 | $636K | Buy |
5,004
+789
| +19% | +$100K | 0.23% | 37 |
|
|
2020
Q3 | $406K | Sell |
4,215
-1,757
| -29% | -$169K | 0.17% | 39 |
|
|
2020
Q2 | $562K | Buy |
5,972
+938
| +19% | +$88.3K | 0.25% | 35 |
|
|
2020
Q1 | $453K | Sell |
5,034
-1,184
| -19% | -$107K | 0.23% | 34 |
|
|
2019
Q4 | $867K | Buy |
6,218
+1,030
| +20% | +$144K | 0.32% | 30 |
|
|
2019
Q3 | $611K | Sell |
5,188
-6
| -0.1% | -$707 | 0.26% | 35 |
|
|
2019
Q2 | $581K | Buy |
+5,194
| New | +$581K | 0.25% | 36 |
|
|
2016
Q4 | – | Sell |
-3,044
| Closed | -$203K | – | 43 |
|
|
2016
Q3 | $203K | Buy |
+3,044
| New | +$203K | 0.13% | 43 |
|