Your Advocates Ltd’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 |
-50
| Closed | -$10.5K | – | 223 |
|
|
2024
Q3 | $10.5K | Hold |
50
| – | – | ﹤0.01% | 106 |
|
|
2024
Q2 | $10.1K | Sell |
50
-100
| -67% | -$20.2K | ﹤0.01% | 108 |
|
|
2024
Q1 | $30K | Buy |
150
+100
| +200% | +$20K | 0.01% | 76 |
|
|
2023
Q4 | $8.51K | Hold |
50
| – | – | ﹤0.01% | 107 |
|
|
2023
Q3 | $7.25K | Sell |
50
-100
| -67% | -$14.5K | ﹤0.01% | 122 |
|
|
2023
Q2 | $21.8K | Buy |
150
+100
| +200% | +$14.5K | 0.01% | 88 |
|
|
2023
Q1 | $6.52K | Hold |
50
| – | – | ﹤0.01% | 117 |
|
|
2022
Q4 | $6.71K | Hold |
50
| – | – | ﹤0.01% | 104 |
|
|
2022
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 114 |
|
|
2022
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 111 |
|
|
2022
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 114 |
|
|
2021
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 98 |
|
|
2021
Q3 | $8K | Hold |
50
| – | – | 0.01% | 99 |
|
|
2021
Q2 | $8K | Hold |
50
| – | – | 0.01% | 93 |
|
|
2021
Q1 | $8K | Hold |
50
| – | – | 0.01% | 93 |
|
|
2020
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 100 |
|
|
2020
Q3 | $5K | Sell |
50
-125
| -71% | -$12.5K | ﹤0.01% | 103 |
|
|
2020
Q2 | $17K | Buy |
175
+125
| +250% | +$12.1K | 0.01% | 67 |
|
|
2020
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 87 |
|