Adams Chetwood Wealth Management’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
Q1
$550K Buy
2021
Q4
$613K Sell
2021
Q3
$644K Buy
2021
Q2
$602K Buy
2021
Q1
$579K Buy
2020
Q4
$475K Buy
2020
Q3
$360K Buy
2020
Q2
$351K Hold
2020
Q1
$346K Buy
2019
Q4
$520K Buy