Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $933K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $956K | Buy |
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|
2020
Q4 | $706K | Buy |
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|
2020
Q3 | $501K | Sell |
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|
2020
Q2 | $709K | Buy |
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|
2020
Q1 | $616K | Sell |
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|
2019
Q4 | $989K | Buy |
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|
2019
Q3 | $754K | Sell |
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|
2019
Q2 | $753K | Sell |
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|
2019
Q1 | $792K | Buy |
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|
2018
Q4 | $689K | Sell |
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|
2018
Q3 | $784K | Buy |
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|
2018
Q2 | $685K | Sell |
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|
2018
Q1 | $722K | Buy |
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|
2017
Q4 | $879K | Sell |
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|
2017
Q3 | $754K | Buy |
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|
2017
Q2 | $700K | Buy |
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|
2017
Q1 | $614K | Buy |
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|
2016
Q4 | $412K | Buy |
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|
2016
Q3 | $298K | Buy |
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|
2016
Q2 | $239K | Sell |
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|
2016
Q1 | $229K | Buy |
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|
2015
Q4 | $237K | Sell |
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|
2015
Q3 | $221K | Buy |
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|
2015
Q2 | $200K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $18K | Buy |
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