Albert D. Mason Inc’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $585K | Hold |
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|
2023
Q3 | $498K | Sell |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $454K | Hold |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $355K | Hold |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $577K | Sell |
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|
2021
Q3 | $605K | Buy |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | $541K | Sell |
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|
2020
Q4 | $454K | Buy |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Sell |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $233K | Hold |
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|
2019
Q1 | $211K | Sell |
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|
2018
Q4 | $227K | Sell |
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|
2018
Q3 | $264K | Sell |
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|
2018
Q2 | $323K | Sell |
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|
2018
Q1 | $424K | Buy |
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