Biegel & Waller’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $386K | Buy |
|
|||||
|
2019
Q2 | $321K | Sell |
|
|||||
|
2019
Q1 | $300K | Buy |
|
|||||
|
2018
Q4 | $281K | Buy |
|
|||||
|
2018
Q3 | $312K | Buy |
|
|||||
|
2018
Q2 | $261K | Sell |
|
|||||
|
2018
Q1 | $309K | Buy |
|
|||||
|
2017
Q4 | $296K | Hold |
|
|||||
|
2017
Q3 | $264K | Sell |
|
|||||
|
2017
Q2 | $456K | Hold |
|
|||||
|
2017
Q1 | $438K | Sell |
|
|||||
|
2016
Q4 | $458K | Buy |
|