Swaine & Leidel Wealth Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$445 Buy
+445
New +$445 0.34% 47
2021
Q3
$484K Buy
+2,961
New +$484K 0.43% 43
2021
Q1
$445K Buy
2,926
+175
+6% +$26.6K 0.29% 54
2020
Q4
$350K Buy
2,751
+115
+4% +$14.6K 0.25% 54
2020
Q3
$254K Buy
+2,636
New +$254K 0.25% 50