WealthSpring Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$978K Sell
2023
Q2
$1.03M Sell
2023
Q1
$926K Sell
2022
Q4
$982K Sell
2022
Q3
$785K Buy