TRUADVICE’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $340K | Sell |
2,319
-138
| -6% | -$20.2K | 0.13% | 160 |
|
|
2023
Q2 | $377K | Buy |
2,457
+264
| +12% | +$40.5K | 0.14% | 159 |
|
|
2023
Q1 | $303K | Buy |
+2,193
| New | +$303K | 0.12% | 170 |
|
|
2021
Q3 | – | Sell |
-6,462
| Closed | -$979K | – | 212 |
|
|
2021
Q2 | $979K | Buy |
6,462
+337
| +6% | +$51.1K | 0.21% | 106 |
|
|
2021
Q1 | $950K | Sell |
6,125
-1,417
| -19% | -$220K | 0.28% | 79 |
|
|
2020
Q4 | $964K | Buy |
7,542
+1,426
| +23% | +$182K | 0.29% | 84 |
|
|
2020
Q3 | $610K | Buy |
+6,116
| New | +$610K | 0.25% | 98 |
|