Asset Planning Services (Pennsylvania)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-550
| Closed | -$65K | – | 175 |
|
|
2019
Q3 | $65K | Buy |
550
+4
| +0.7% | +$473 | 0.03% | 121 |
|
|
2019
Q2 | $61K | Buy |
546
+4
| +0.7% | +$447 | 0.03% | 124 |
|
|
2019
Q1 | $55K | Buy |
542
+4
| +0.7% | +$406 | 0.03% | 124 |
|
|
2018
Q4 | $53K | Hold |
538
| – | – | 0.03% | 120 |
|
|
2018
Q3 | $60K | Buy |
538
+7
| +1% | +$781 | 0.03% | 115 |
|
|
2018
Q2 | $55K | Buy |
531
+2
| +0.4% | +$207 | 0.03% | 121 |
|
|
2018
Q1 | $58K | Buy |
529
+3
| +0.6% | +$329 | 0.03% | 120 |
|
|
2017
Q4 | $56K | Sell |
526
-217
| -29% | -$23.1K | 0.03% | 127 |
|
|
2017
Q3 | $71K | Buy |
743
+113
| +18% | +$10.8K | 0.04% | 120 |
|
|
2017
Q2 | $58K | Buy |
630
+113
| +22% | +$10.4K | 0.04% | 126 |
|
|
2017
Q1 | $45K | Buy |
+517
| New | +$45K | 0.03% | 151 |
|