TRH Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $304K | Sell |
2,702
-439
| -14% | -$49.4K | 0.1% | 58 |
|
|
2022
Q1 | $428K | Sell |
3,141
-42
| -1% | -$5.72K | 0.13% | 56 |
|
|
2021
Q4 | $504K | Buy |
3,183
+56
| +2% | +$8.87K | 0.16% | 51 |
|
|
2021
Q3 | $512K | Sell |
3,127
-936
| -23% | -$153K | 0.2% | 47 |
|
|
2021
Q2 | $632K | Sell |
4,063
-582
| -13% | -$90.5K | 0.27% | 48 |
|
|
2021
Q1 | $707K | Buy |
4,645
+20
| +0.4% | +$3.04K | 0.36% | 43 |
|
|
2020
Q4 | $588K | Sell |
4,625
-245
| -5% | -$31.1K | 0.34% | 43 |
|
|
2020
Q3 | $469K | Sell |
4,870
-73
| -1% | -$7.03K | 0.32% | 46 |
|
|
2020
Q2 | $461K | Buy |
+4,943
| New | +$461K | 0.37% | 48 |
|
|
2019
Q4 | $803K | Buy |
+5,911
| New | +$803K | 0.7% | 37 |
|