Altium 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
Q2 | $7.13M | Buy |
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|
2022
Q1 | $8.47M | Buy |
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|
2021
Q4 | $9.22M | Buy |
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|
2021
Q3 | $8.77M | Buy |
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|
2021
Q2 | $8.19M | Sell |
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|
2021
Q1 | $8.48M | Buy |
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|
2020
Q4 | $6.4M | Sell |
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|
2020
Q3 | $5.06M | Sell |
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|
2020
Q2 | $5.07M | Buy |
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|
2020
Q1 | $4.83M | Buy |
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|
2019
Q4 | $6.29M | Buy |
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|
2019
Q3 | $5.06M | Buy |
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|
2019
Q2 | $4.59M | Buy |
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|
2019
Q1 | $3.96M | Buy |
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|
2018
Q4 | $3.61M | Sell |
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|
2018
Q3 | $4.7M | Sell |
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|
2018
Q2 | $4.95M | Buy |
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|
2018
Q1 | $1.89M | Buy |
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|
2017
Q4 | $1.57M | Buy |
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