American Economic Planning Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $1.37M | Buy |
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|
2019
Q1 | $1.24M | Sell |
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|
2018
Q4 | $1.21M | Sell |
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|
2018
Q3 | $1.43M | Sell |
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|
2018
Q2 | $1.36M | Buy |
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|
2018
Q1 | $1.42M | Sell |
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|
2017
Q4 | $1.49M | Sell |
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|
2017
Q3 | $1.33M | Buy |
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|
2017
Q2 | $1.25M | Buy |
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|
2017
Q1 | $1.2M | Buy |
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|
2016
Q4 | $1.15M | Sell |
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|
2016
Q3 | $978K | Buy |
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|
2016
Q2 | $912K | Sell |
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|
2016
Q1 | $893K | Buy |
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|
2015
Q4 | $944K | Sell |
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|
2015
Q3 | $901K | Buy |
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|
2015
Q2 | $932K | Sell |
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|
2015
Q1 | $860K | Sell |
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|
2014
Q4 | $889K | Buy |
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|
2014
Q3 | $855K | Sell |
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|
2014
Q2 | $847K | Buy |
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