Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $9.61M | Buy |
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|
2022
Q1 | $5.97M | Buy |
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|
2021
Q4 | $6.91M | Hold |
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|
2021
Q3 | $7.14M | Buy |
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|
2021
Q2 | $6.65M | Sell |
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|
2021
Q1 | $6.54M | Buy |
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|
2020
Q4 | $5.43M | Sell |
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|
2020
Q3 | $4.16M | Buy |
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|
2020
Q2 | $4.02M | Buy |
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|
2020
Q1 | $3.13M | Sell |
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|
2019
Q4 | $4.93M | Hold |
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|
2019
Q3 | $4.16M | Hold |
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|
2019
Q2 | $3.95M | Sell |
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|
2019
Q1 | $3.6M | Sell |
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|
2018
Q4 | $3.47M | Buy |
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|
2018
Q3 | $4M | Sell |
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|
2018
Q2 | $3.74M | Buy |
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|
2018
Q1 | $3.8M | Buy |
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|
2017
Q4 | $3.63M | Buy |
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|
2017
Q3 | $3.23M | Buy |
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