Benjamin F. Edwards & Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $22.2M | Buy |
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|
2024
Q1 | $21.4M | Buy |
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|
2023
Q4 | $17.1M | Buy |
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|
2023
Q3 | $13.2M | Sell |
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|
2023
Q2 | $14M | Sell |
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|
2023
Q1 | $12.7M | Sell |
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|
2022
Q4 | $13.3M | Sell |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $10.8M | Buy |
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|
2022
Q1 | $12.8M | Buy |
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|
2021
Q4 | $12.6M | Buy |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $11.6M | Sell |
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|
2021
Q1 | $12M | Sell |
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|
2020
Q4 | $10.4M | Sell |
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|
2020
Q3 | $7.92M | Sell |
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|
2020
Q2 | $8.03M | Buy |
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|
2020
Q1 | $7.38M | Buy |
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|
2019
Q4 | $10M | Buy |
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|
2019
Q3 | $7.97M | Buy |
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|
2019
Q2 | $7.37M | Buy |
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|
2019
Q1 | $5.14M | Buy |
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|
2018
Q4 | $4.34M | Buy |
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|
2018
Q3 | $4.46M | Sell |
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|
2018
Q2 | $4.22M | Sell |
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|
2018
Q1 | $5.06M | Buy |
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|
2017
Q4 | $3.9M | Buy |
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|
2017
Q3 | $2.83M | Buy |
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|
2017
Q2 | $2.17M | Buy |
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|
2017
Q1 | $1.79M | Buy |
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|
2016
Q4 | $1.58M | Buy |
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|
2016
Q3 | $908K | Buy |
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|
2016
Q2 | $469K | Buy |
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|
2016
Q1 | $422K | Buy |
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|
2015
Q4 | $274K | Buy |
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|
2015
Q3 | $225K | Sell |
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|
2015
Q2 | $555K | Sell |
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|
2015
Q1 | $511K | Buy |
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|
2014
Q4 | $148K | Sell |
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|
2014
Q3 | $163K | Buy |
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|
2014
Q2 | $148K | Sell |
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|
2014
Q1 | $299K | Buy |
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|
2013
Q4 | $189K | Buy |
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|
2013
Q3 | $52K | Buy |
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|
2013
Q2 | $43K | Buy |
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