BT 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 | $345K | Sell |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | $489K | Hold |
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|
2021
Q2 | $464K | Sell |
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|
2021
Q1 | $460K | Sell |
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|
2020
Q4 | $403K | Sell |
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|
2020
Q3 | $317K | Sell |
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|
2020
Q2 | $321K | Hold |
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|
2020
Q1 | $308K | Sell |
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|
2019
Q4 | $497K | Sell |
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|
2019
Q3 | $435K | Hold |
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|
2019
Q2 | $399K | Buy |
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|
2019
Q1 | $349K | Sell |
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|
2018
Q4 | $715K | Buy |
|