Brouwer & Janachowski’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 | $357K | Hold |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $341K | Hold |
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|
2020
Q4 | $285K | Hold |
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|
2020
Q3 | $216K | Hold |
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|
2020
Q2 | $211K | Sell |
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|
2020
Q1 | $287K | Sell |
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|
2019
Q4 | $517K | Sell |
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|
2019
Q3 | $443K | Buy |
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|
2019
Q2 | $393K | Hold |
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|
2019
Q1 | $356K | Buy |
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|
2018
Q4 | $325K | Hold |
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|
2018
Q3 | $375K | Hold |
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|
2018
Q2 | $347K | Hold |
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|
2018
Q1 | $366K | Sell |
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|
2017
Q4 | $375K | Sell |
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|
2017
Q3 | $376K | Sell |
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|
2017
Q2 | $794K | Buy |
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|
2017
Q1 | $363K | Buy |
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|
2016
Q4 | $262K | Sell |
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|
2016
Q3 | $229K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $207K | Sell |
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|
2015
Q3 | $334K | Hold |
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|
2015
Q2 | $372K | Buy |
|
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|
2015
Q1 | $222K | Sell |
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|
2014
Q4 | $339K | Sell |
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|
2014
Q3 | $338K | Hold |
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|
2014
Q2 | $324K | Buy |
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|
2014
Q1 | $341K | Buy |
|