Sweet Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $651K | Sell |
3,089
-152
| -5% | -$32K | 0.14% | 110 |
|
|
2024
Q2 | $656K | Sell |
3,241
-136
| -4% | -$27.5K | 0.15% | 104 |
|
|
2024
Q1 | $676K | Sell |
3,377
-1,252
| -27% | -$251K | 0.16% | 103 |
|
|
2023
Q4 | $787K | Sell |
4,629
-65
| -1% | -$11.1K | 0.19% | 86 |
|
|
2023
Q3 | $681K | Sell |
4,694
-118
| -2% | -$17.1K | 0.18% | 82 |
|
|
2023
Q2 | $700K | Sell |
4,812
-58
| -1% | -$8.44K | 0.18% | 80 |
|
|
2023
Q1 | $635K | Sell |
4,870
-260
| -5% | -$33.9K | 0.18% | 89 |
|
|
2022
Q4 | $688K | Buy |
5,130
+764
| +17% | +$102K | 0.2% | 74 |
|
|
2022
Q3 | $456K | Sell |
4,366
-3,520
| -45% | -$368K | 0.15% | 97 |
|
|
2022
Q2 | $888K | Buy |
7,886
+2,308
| +41% | +$260K | 0.28% | 54 |
|
|
2022
Q1 | $760K | Buy |
5,578
+3,412
| +158% | +$465K | 0.2% | 64 |
|
|
2021
Q4 | $343K | Buy |
+2,166
| New | +$343K | 0.14% | 97 |
|