Badgley, Phelps & Bell’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 | $44.3M | Buy |
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|
2021
Q1 | $41.3M | Buy |
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|
2020
Q4 | $34.3M | Buy |
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|
2020
Q3 | $25.7M | Buy |
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|
2020
Q2 | $24.8M | Buy |
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|
2020
Q1 | $23.6M | Buy |
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|
2019
Q4 | $35.4M | Buy |
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|
2019
Q3 | $29.2M | Buy |
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|
2019
Q2 | $26.9M | Buy |
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|
2019
Q1 | $23.8M | Buy |
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|
2018
Q4 | $21.4M | Sell |
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|
2018
Q3 | $25M | Buy |
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|
2018
Q2 | $22.5M | Buy |
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|
2018
Q1 | $23.2M | Buy |
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|
2017
Q4 | $21.8M | Sell |
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|
2017
Q3 | $19.6M | Buy |
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|
2017
Q2 | $18.3M | Buy |
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|
2017
Q1 | $17.5M | Buy |
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|
2016
Q4 | $17M | Buy |
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|
2016
Q3 | $10.5M | Sell |
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|
2016
Q2 | $9.9M | Buy |
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|
2016
Q1 | $9.29M | Buy |
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|
2015
Q4 | $9.97M | Buy |
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|
2015
Q3 | $9.11M | Buy |
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|
2015
Q2 | $9.85M | Buy |
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|
2015
Q1 | $8.81M | Sell |
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|
2014
Q4 | $9.23M | Sell |
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|
2014
Q3 | $8.92M | Buy |
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|
2014
Q2 | $8.47M | Sell |
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|
2014
Q1 | $9M | Buy |
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|
2013
Q4 | $8.59M | Buy |
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|
2013
Q3 | $7.49M | Sell |
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|
2013
Q2 | $7.72M | Buy |
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