Vivid Financial Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $293K | Hold |
1,848
| – | – | 0.11% | 103 |
|
|
2021
Q3 | $302K | Sell |
1,848
-103
| -5% | -$16.8K | 0.12% | 105 |
|
|
2021
Q2 | $303K | Sell |
1,951
-105
| -5% | -$16.3K | 0.12% | 117 |
|
|
2021
Q1 | $313K | Hold |
2,056
| – | – | 0.14% | 113 |
|
|
2020
Q4 | $261K | Buy |
+2,056
| New | +$261K | 0.13% | 110 |
|
|
2020
Q1 | – | Sell |
-2,113
| Closed | -$290K | – | 83 |
|
|
2019
Q4 | $290K | Buy |
+2,113
| New | +$290K | 0.31% | 70 |
|