ACG Wealth’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 | $2.65M | Sell |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $5.37M | Sell |
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|
2021
Q3 | $6.33M | Sell |
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|
2021
Q2 | $6.17M | Sell |
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|
2021
Q1 | $6.41M | Sell |
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|
2020
Q4 | $5.84M | Sell |
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|
2020
Q3 | $4.58M | Sell |
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|
2020
Q2 | $4.7M | Sell |
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|
2020
Q1 | $4.82M | Sell |
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|
2019
Q4 | $8.43M | Sell |
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|
2019
Q3 | $7.58M | Sell |
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|
2019
Q2 | $8.64M | Sell |
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|
2019
Q1 | $7.97M | Buy |
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|
2018
Q4 | $7.24M | Buy |
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|
2018
Q3 | $8.18M | Sell |
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|
2018
Q2 | $7.66M | Buy |
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|
2018
Q1 | $7.72M | Buy |
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|
2017
Q4 | $7.41M | Sell |
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|
2017
Q3 | $6.85M | Sell |
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|
2017
Q2 | $7.1M | Buy |
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|
2017
Q1 | $6.49M | Buy |
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|
2016
Q4 | $4.49M | Buy |
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|
2016
Q3 | $2.46M | Sell |
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|
2016
Q2 | $2.35M | Buy |
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|
2016
Q1 | $2.21M | Buy |
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|
2015
Q4 | $1.65M | Buy |
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|
2015
Q3 | $358K | Buy |
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