Aevitas 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
Q4 | $462K | Buy |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $416K | Sell |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $509K | Sell |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $385K | Buy |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $351K | Buy |
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|
2019
Q3 | $295K | Sell |
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|
2019
Q2 | $319K | Buy |
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|
2019
Q1 | $282K | Buy |
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|
2018
Q4 | $272K | Sell |
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|
2018
Q3 | $336K | Buy |
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|
2018
Q2 | $289K | Buy |
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|
2018
Q1 | $167K | Buy |
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|
2017
Q4 | $146K | Buy |
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