Ted Buchan & Co’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,302
Closed -$952K 88
2023
Q1
$952K Sell
7,302
-637
-8% -$83K 0.8% 24
2022
Q4
$1.06M Buy
+7,939
New +$1.06M 0.98% 21