Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.17M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $859K | Sell |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $853K | Buy |
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|
2019
Q3 | $697K | Sell |
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|
2019
Q2 | $683K | Buy |
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|
2019
Q1 | $528K | Buy |
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|
2018
Q4 | $402K | Sell |
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|
2018
Q3 | $896K | Sell |
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|
2018
Q2 | $836K | Buy |
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|
2018
Q1 | $823K | Sell |
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|
2017
Q4 | $815K | Buy |
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