Annapolis Financial Services’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
Q3 | $301K | Buy |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $282K | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $192K | Buy |
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|
2022
Q4 | $198K | Sell |
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|
2022
Q3 | $196K | Buy |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $215K | Buy |
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|
2021
Q3 | $221K | Buy |
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|
2021
Q2 | $195K | Sell |
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|
2021
Q1 | $234K | Buy |
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|
2020
Q4 | $195K | Buy |
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