Ten Capital Wealth Advisors’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 | $439K | Buy |
3,025
+1,875
| +163% | +$272K | 0.13% | 68 |
|
|
2023
Q1 | $150K | Buy |
1,150
+241
| +27% | +$31.4K | 0.05% | 131 |
|
|
2022
Q4 | $122K | Buy |
909
+327
| +56% | +$43.9K | 0.05% | 120 |
|
|
2022
Q3 | $61K | Buy |
582
+113
| +24% | +$11.8K | 0.03% | 142 |
|
|
2022
Q2 | $53K | Hold |
469
| – | – | 0.02% | 150 |
|
|
2022
Q1 | $64K | Buy |
469
+57
| +14% | +$7.78K | 0.03% | 134 |
|
|
2021
Q4 | $65K | Hold |
412
| – | – | 0.03% | 112 |
|
|
2021
Q3 | $67K | Sell |
412
-48
| -10% | -$7.81K | 0.03% | 111 |
|
|
2021
Q2 | $72K | Buy |
460
+74
| +19% | +$11.6K | 0.02% | 159 |
|
|
2021
Q1 | $58K | Hold |
386
| – | – | 0.01% | 168 |
|
|
2020
Q4 | $49K | Buy |
+386
| New | +$49K | 0.01% | 170 |
|