BDO Wealth Advisors’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
Q2 | $6.72M | Buy |
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|
2023
Q1 | $5.99M | Buy |
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|
2022
Q4 | $6.02M | Buy |
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|
2022
Q3 | $4.61M | Buy |
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|
2022
Q2 | $4.86M | Sell |
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|
2022
Q1 | $6.05M | Buy |
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|
2021
Q4 | $6.91M | Buy |
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|
2021
Q3 | $7.05M | Sell |
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|
2021
Q2 | $6.77M | Sell |
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|
2021
Q1 | $6.78M | Buy |
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|
2020
Q4 | $3.98M | Buy |
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|
2020
Q3 | $3.01M | Sell |
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|
2020
Q2 | $2.99M | Buy |
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|
2020
Q1 | $2.83M | Buy |
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|
2019
Q4 | $3.84M | Sell |
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|
2019
Q3 | $3.4M | Buy |
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|
2019
Q2 | $3.2M | Buy |
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|
2019
Q1 | $2.89M | Buy |
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|
2018
Q4 | $2.69M | Sell |
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|
2018
Q3 | $3.25M | Buy |
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|
2018
Q2 | $2.92M | Buy |
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|
2018
Q1 | $3.01M | Buy |
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|
2017
Q4 | $2.53M | Buy |
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|
2017
Q3 | $2.11M | Sell |
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|
2017
Q2 | $2.36M | Buy |
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