Blue Chip Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.52M | Sell |
26,182
-30
| -0.1% | -$2.89K | 1.99% | 11 |
|
|
2020
Q2 | $2.47M | Buy |
26,212
+1,596
| +6% | +$150K | 2.33% | 8 |
|
|
2020
Q1 | $2.22M | Sell |
24,616
-2,626
| -10% | -$236K | 2.76% | 6 |
|
|
2019
Q4 | $3.8M | Buy |
27,242
+333
| +1% | +$46.4K | 3.51% | 4 |
|
|
2019
Q3 | $3.17M | Buy |
26,909
+150
| +0.6% | +$17.7K | 3.3% | 4 |
|
|
2019
Q2 | $2.99M | Sell |
26,759
-145
| -0.5% | -$16.2K | 3.16% | 4 |
|
|
2019
Q1 | $2.72M | Sell |
26,904
-294
| -1% | -$29.8K | 3.09% | 4 |
|
|
2018
Q4 | $2.66M | Buy |
27,198
+233
| +0.9% | +$22.7K | 3.48% | 4 |
|
|
2018
Q3 | $3.04M | Sell |
26,965
-717
| -3% | -$80.9K | 3.07% | 5 |
|
|
2018
Q2 | $2.88M | Buy |
27,682
+1,511
| +6% | +$157K | 3.14% | 5 |
|
|
2018
Q1 | $2.88M | Buy |
+26,171
| New | +$2.88M | 2.95% | 5 |
|