55I LLC’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$2.33M Buy
2022
Q2
$1.4M Sell
2022
Q1
$3.78M Sell
2021
Q4
$4.76M Buy
2021
Q3
$4.62M Buy
2021
Q2
$3.64M Buy
2021
Q1
$3.05M Buy
2020
Q4
$2.38M Sell
2020
Q3
$2.75M Buy
2020
Q2
$2.31M Buy
2020
Q1
$1.99M Sell
2019
Q4
$3.08M Buy
2019
Q3
$2.19M Buy
2019
Q2
$1.04M Buy