Capital Directions Investment Advisors’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 | $43.9K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $59K | Sell |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q3 | $148K | Buy |
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|
2021
Q2 | $61K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $46K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $34K | Sell |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $135K | Hold |
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|
2019
Q3 | $114K | Buy |
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