Baldrige Asset 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
2023
Q1
$121K Hold
2022
Q4
$125K Buy
2022
Q3
$95K Hold
2022
Q2
$102K Hold
2022
Q1
$124K Hold
2021
Q4
$144K Sell
2021
Q3
$156K Sell
2021
Q2
$155K Buy
2020
Q1
Sell
2019
Q4
$141K Hold
2019
Q3
$119K Buy