WealthStone’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.41M | Buy |
9,244
+1,865
| +25% | +$284K | 0.49% | 30 |
|
|
2020
Q4 | $938K | Buy |
7,379
+498
| +7% | +$63.3K | 0.33% | 42 |
|
|
2020
Q3 | $662K | Sell |
6,881
-964
| -12% | -$92.7K | 0.3% | 52 |
|
|
2020
Q2 | $738K | Buy |
+7,845
| New | +$738K | 0.35% | 40 |
|
|
2020
Q1 | – | Sell |
-1,759
| Closed | -$250K | – | 36 |
|
|
2019
Q4 | $250K | Sell |
1,759
-3,550
| -67% | -$505K | 0.15% | 32 |
|
|
2019
Q3 | $625K | Sell |
5,309
-10
| -0.2% | -$1.18K | 0.33% | 29 |
|
|
2019
Q2 | $595K | Buy |
+5,319
| New | +$595K | 0.27% | 73 |
|