Andesa Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.86M | Buy |
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|
2022
Q4 | $4.19M | Sell |
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|
2022
Q3 | $5.94M | Buy |
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|
2022
Q2 | $3.3M | Sell |
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|
2022
Q1 | $4.22M | Sell |
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|
2021
Q4 | $5.02M | Buy |
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|
2021
Q3 | $5.09M | Sell |
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|
2021
Q2 | $8.86M | Sell |
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|
2021
Q1 | $8.78M | Buy |
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|
2020
Q4 | $4.21M | Sell |
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|
2020
Q3 | $6.11M | Buy |
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|
2020
Q2 | $3.35M | Buy |
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|
2020
Q1 | $3.04M | Sell |
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|
2019
Q4 | $4.93M | Sell |
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|
2019
Q3 | $4.19M | Sell |
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|
2019
Q2 | $4.08M | Sell |
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|
2019
Q1 | $7.17M | Buy |
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|
2018
Q4 | $3.31M | Buy |
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|
2018
Q3 | $2.66M | Buy |
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|
2018
Q2 | $2.45M | Buy |
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|
2018
Q1 | $2.57M | Sell |
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|
2017
Q4 | $2.6M | Buy |
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