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Stewart Asset Management’s JPMorgan Chase JPM Stock Holding History

Stewart Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,800
Closed -$342K – 30
2020
Q1 		$342K Buy
3,800
+275
+8% +$24.8K 0.37% 30
2019
Q4 		$491K Buy
+3,525
New +$491K 0.5% 28