VitalStone Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $53.9K | Buy |
256
+2
| +0.8% | +$421 | 0.04% | 169 |
|
|
2024
Q2 | $51.5K | Buy |
254
+1
| +0.4% | +$203 | 0.04% | 169 |
|
|
2024
Q1 | $51K | Hold |
253
| – | – | 0.04% | 169 |
|
|
2023
Q4 | $43K | Hold |
253
| – | – | 0.03% | 168 |
|
|
2023
Q3 | $37K | Sell |
253
-211
| -45% | -$30.9K | 0.03% | 149 |
|
|
2023
Q2 | $61K | Buy |
464
+463
| +46,300% | +$60.9K | 0.03% | 309 |
|
|
2023
Q1 | $0 | Sell |
1
-432
| -100% | – | ﹤0.01% | 437 |
|
|
2022
Q4 | $58K | Buy |
+433
| New | +$58K | 0.04% | 142 |
|