B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $3.57M | Sell |
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|
2021
Q4 | $6.86M | Buy |
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|
2021
Q3 | $4.98M | Buy |
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|
2021
Q2 | $3.9M | Buy |
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|
2021
Q1 | $4.43M | Buy |
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|
2020
Q4 | $3.64M | Sell |
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|
2020
Q3 | $3.76M | Buy |
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|
2020
Q2 | $1.88M | Sell |
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|
2020
Q1 | $3.76M | Buy |
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|
2019
Q4 | $3.48M | Buy |
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|
2019
Q3 | $2.36M | Buy |
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|
2019
Q2 | $1.8K | Sell |
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|
2019
Q1 | $1.62M | Buy |
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|
2018
Q4 | $1.57M | Buy |
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|
2018
Q3 | $1.45M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $205K | Sell |
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|
2015
Q1 | $244K | Buy |
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|
2014
Q4 | $189K | Buy |
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|
2014
Q3 | $92K | Sell |
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|
2014
Q2 | $1.18M | Sell |
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|
2014
Q1 | $1.3M | Buy |
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