BerganKDV 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
Q2 | $5.79M | Sell |
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|
2023
Q1 | $5.3M | Buy |
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|
2022
Q4 | $5.15M | Buy |
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|
2022
Q3 | $3.76M | Buy |
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|
2022
Q2 | $3.82M | Buy |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $1.6M | Buy |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $1.22M | Sell |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $1.07M | Sell |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $1.17M | Buy |
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|
2018
Q1 | $1.21M | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.27M | Buy |
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|
2017
Q2 | $767K | Buy |
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|
2017
Q1 | $728K | Buy |
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|
2016
Q4 | $713K | Buy |
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|
2016
Q3 | $519K | Sell |
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|
2016
Q2 | $506K | Buy |
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|
2016
Q1 | $439K | Buy |
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