Burleson & Co’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
Q4 | $5.16M | Sell |
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|
2022
Q3 | $4.37M | Buy |
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|
2022
Q2 | $4.57M | Buy |
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|
2022
Q1 | $5.13M | Buy |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $2.95M | Buy |
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|
2021
Q2 | $2.8M | Buy |
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|
2021
Q1 | $2.74M | Sell |
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|
2020
Q4 | $2.29M | Sell |
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|
2020
Q3 | $2.23M | Sell |
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|
2020
Q2 | $2.82M | Sell |
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|
2020
Q1 | $3.09M | Buy |
|