Avalon Investment & Advisory’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 | $48.2M | Sell |
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|
2022
Q4 | $52.1M | Sell |
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|
2022
Q3 | $41.9M | Sell |
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|
2022
Q2 | $55.3M | Buy |
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|
2022
Q1 | $64.2M | Buy |
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|
2021
Q4 | $65.6M | Sell |
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|
2021
Q3 | $78.5M | Sell |
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|
2021
Q2 | $78M | Sell |
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|
2021
Q1 | $87M | Sell |
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|
2020
Q4 | $78.8M | Sell |
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|
2020
Q3 | $61.4M | Buy |
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|
2020
Q2 | $53.1M | Sell |
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|
2020
Q1 | $54.6M | Buy |
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|
2019
Q4 | $80.3M | Buy |
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|
2019
Q3 | $65M | Buy |
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|
2019
Q2 | $54.6M | Sell |
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|
2019
Q1 | $58.2M | Sell |
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|
2018
Q4 | $56.4M | Buy |
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|
2018
Q3 | $52.5M | Buy |
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|
2018
Q2 | $36.6M | Sell |
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|
2018
Q1 | $39.3M | Buy |
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|
2017
Q4 | $37.3M | Sell |
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|
2017
Q3 | $33.6M | Buy |
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|
2017
Q2 | $25.2M | Buy |
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|
2017
Q1 | $23.9M | Sell |
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|
2016
Q4 | $59.3M | Buy |
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|
2016
Q3 | $44.6M | Sell |
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|
2016
Q2 | $49.5M | Buy |
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|
2016
Q1 | $45.2M | Buy |
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|
2015
Q4 | $47.2M | Sell |
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|
2015
Q3 | $46.4M | Buy |
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|
2015
Q2 | $49.6M | Buy |
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|
2015
Q1 | $32.5M | Buy |
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|
2014
Q4 | $33M | Buy |
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|
2014
Q3 | $28M | Buy |
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|
2014
Q2 | $26.6M | Sell |
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|
2014
Q1 | $28.4M | Sell |
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|
2013
Q4 | $28.1M | Sell |
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|
2013
Q3 | $24.8M | Sell |
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|
2013
Q2 | $26.7M | Buy |
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