Vericrest Private Wealth’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
$477K Hold
4,237
0.59% 30
2022
Q1
$578K Hold
4,237
0.6% 31
2021
Q4
$671K Buy
+4,237
New +$671K 0.62% 29