Wellington Wealth Strategies’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,172
| Closed | -$704K | – | 81 |
|
|
2024
Q3 | $704K | Buy |
+3,172
| New | +$704K | 0.53% | 40 |
|
|
2024
Q2 | – | Sell |
-3,567
| Closed | -$714K | – | 119 |
|
|
2024
Q1 | $714K | Sell |
3,567
-3,165
| -47% | -$634K | 0.33% | 71 |
|
|
2023
Q4 | $1.15M | Buy |
+6,732
| New | +$1.15M | 0.97% | 30 |
|
|
2020
Q4 | $1.15M | Buy |
+6,732
| New | +$1.15M | 0.97% | 30 |
|