BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $345K | Sell |
3,061
-612
| -17% | -$69K | 0.1% | 49 |
|
|
2022
Q1 | $501K | Buy |
3,673
+28
| +0.8% | +$3.82K | 0.13% | 38 |
|
|
2021
Q4 | $577K | Buy |
3,645
+660
| +22% | +$104K | 0.16% | 36 |
|
|
2021
Q3 | $489K | Hold |
2,985
| – | – | 0.15% | 32 |
|
|
2021
Q2 | $464K | Sell |
2,985
-35
| -1% | -$5.44K | 0.14% | 36 |
|
|
2021
Q1 | $460K | Sell |
3,020
-148
| -5% | -$22.5K | 0.15% | 34 |
|
|
2020
Q4 | $403K | Sell |
3,168
-130
| -4% | -$16.5K | 0.15% | 35 |
|
|
2020
Q3 | $317K | Sell |
3,298
-120
| -4% | -$11.5K | 0.14% | 39 |
|
|
2020
Q2 | $321K | Hold |
3,418
| – | – | 0.16% | 38 |
|
|
2020
Q1 | $308K | Sell |
3,418
-145
| -4% | -$13.1K | 0.18% | 39 |
|
|
2019
Q4 | $497K | Sell |
3,563
-130
| -4% | -$18.1K | 0.25% | 38 |
|
|
2019
Q3 | $435K | Hold |
3,693
| – | – | 0.24% | 38 |
|
|
2019
Q2 | $399K | Buy |
3,693
+250
| +7% | +$27K | 0.23% | 37 |
|
|
2019
Q1 | $349K | Sell |
3,443
-3,538
| -51% | -$359K | 0.21% | 41 |
|
|
2018
Q4 | $715K | Buy |
+6,981
| New | +$715K | 0.31% | 41 |
|