AGF Investments 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 | – | Sell |
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|
2022
Q2 | $54K | Sell |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $305K | Sell |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q4 | $181K | Sell |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $877K | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $2.37M | Buy |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.59M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $26K | Sell |
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|
2018
Q2 | $36 | Buy |
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|
2018
Q1 | $26K | Buy |
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|
2017
Q4 | $25K | Buy |
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|
2017
Q3 | $17K | Hold |
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|
2017
Q2 | $16K | Hold |
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|
2017
Q1 | $16K | Buy |
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|
2016
Q4 | $13K | Buy |
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