Bison Wealth’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
Q4 | $4.98M | Sell |
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|
2024
Q3 | $10.9M | Sell |
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|
2024
Q2 | $12M | Hold |
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|
2024
Q1 | $12M | Sell |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $8.68M | Sell |
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|
2023
Q2 | $8.71M | Buy |
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|
2023
Q1 | $7.11M | Buy |
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|
2022
Q4 | $7.2M | Sell |
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|
2022
Q3 | $5.47M | Buy |
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|
2022
Q2 | $3.97M | Buy |
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|
2022
Q1 | $4.5M | Buy |
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|
2021
Q4 | $4.72M | Sell |
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|
2021
Q3 | $4.98M | Sell |
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|
2021
Q2 | $4.79M | Sell |
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|
2021
Q1 | $4.7M | Buy |
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|
2020
Q4 | $3.71M | Sell |
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|
2020
Q3 | $2.99M | Sell |
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|
2020
Q2 | $3.01M | Sell |
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|
2020
Q1 | $2.96M | Sell |
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|
2019
Q4 | $4.59M | Buy |
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|
2019
Q3 | $3.61M | Sell |
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|
2019
Q2 | $3.47M | Sell |
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|
2019
Q1 | $3.18M | Buy |
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|
2018
Q4 | $2.94M | Sell |
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|
2018
Q3 | $3.4M | Sell |
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|
2018
Q2 | $3.14M | Buy |
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|
2018
Q1 | $3.21M | Sell |
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|
2017
Q4 | $3.24M | Sell |
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|
2017
Q3 | $3M | Sell |
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|
2017
Q2 | $2.95M | Sell |
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|
2017
Q1 | $2.88M | Sell |
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|
2016
Q4 | $3.03M | Sell |
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|
2016
Q3 | $2.37M | Sell |
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|
2016
Q2 | $3.34M | Buy |
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|
2016
Q1 | $3.02M | Buy |
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|
2015
Q4 | $3.21M | Buy |
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|
2015
Q3 | $2.58M | Buy |
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|
2015
Q2 | $2.65M | Buy |
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|
2015
Q1 | $2.28M | Buy |
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|
2014
Q4 | $2.06M | Buy |
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