ARS Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $10.8M | Buy |
|
|||||
|
2021
Q1 | $10.2M | Buy |
|
|||||
|
2020
Q4 | $8.15M | Buy |
|
|||||
|
2020
Q3 | $5.5M | Buy |
|
|||||
|
2020
Q2 | $4.81M | Buy |
|
|||||
|
2020
Q1 | $2.69M | Buy |
|
|||||
|
2019
Q4 | $4.15M | Buy |
|
|||||
|
2019
Q3 | $3.25M | Buy |
|
|||||
|
2019
Q2 | $2.96M | Buy |
|
|||||
|
2019
Q1 | $2.47M | Buy |
|
|||||
|
2018
Q4 | $2.33M | Buy |
|
|||||
|
2018
Q3 | $2.64M | Sell |
|
|||||
|
2018
Q2 | $2.44M | Buy |
|
|||||
|
2018
Q1 | $2.46M | Buy |
|
|||||
|
2017
Q4 | $2.39M | Buy |
|
|||||
|
2017
Q3 | $1.93M | Buy |
|
|||||
|
2017
Q2 | $1.27M | Buy |
|
|||||
|
2017
Q1 | $813K | Buy |
|
|||||
|
2016
Q4 | $639K | Buy |
|
|||||
|
2016
Q3 | $471K | Buy |
|
|||||
|
2016
Q2 | $350K | Hold |
|
|||||
|
2016
Q1 | $334K | Hold |
|
|||||
|
2015
Q4 | $372K | Hold |
|
|||||
|
2015
Q3 | $344K | Sell |
|
|||||
|
2015
Q2 | $413K | Buy |
|
|||||
|
2015
Q1 | $370K | Buy |
|
|||||
|
2014
Q4 | $371K | Sell |
|
|||||
|
2014
Q3 | $485K | Sell |
|
|||||
|
2014
Q2 | $464K | Sell |
|
|||||
|
2014
Q1 | $493K | Buy |
|
|||||
|
2013
Q4 | $471K | Buy |
|