Carroll Financial Associates’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
Q4 | $9.31M | Buy |
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|
2021
Q3 | $9.23M | Buy |
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|
2021
Q2 | $8.73M | Sell |
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|
2021
Q1 | $8.81M | Buy |
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|
2020
Q4 | $7.27M | Buy |
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|
2020
Q3 | $5.48M | Sell |
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|
2020
Q2 | $5.93M | Buy |
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|
2020
Q1 | $5.66M | Sell |
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|
2019
Q4 | $9.63M | Buy |
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|
2019
Q3 | $8.02M | Buy |
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|
2019
Q2 | $6.89M | Buy |
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|
2019
Q1 | $6.15M | Sell |
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|
2018
Q4 | $6.77M | Sell |
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|
2018
Q3 | $7.87M | Sell |
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|
2018
Q2 | $7.38M | Sell |
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|
2018
Q1 | $7.87M | Sell |
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|
2017
Q4 | $7.95M | Sell |
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|
2017
Q3 | $8.13M | Sell |
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|
2017
Q2 | $7.82M | Sell |
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|
2017
Q1 | $7.56M | Sell |
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|
2016
Q4 | $7.5M | Sell |
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|
2016
Q3 | $5.86M | Buy |
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|
2016
Q2 | $5.44M | Sell |
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|
2016
Q1 | $5.24M | Sell |
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|
2015
Q4 | $5.89M | Sell |
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|
2015
Q3 | $5.78M | Buy |
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|
2015
Q2 | $6.22M | Buy |
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|
2015
Q1 | $2.49M | Buy |
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|
2014
Q4 | $2.06M | Sell |
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|
2014
Q3 | $5.59M | Sell |
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|
2014
Q2 | $5.75M | Buy |
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|
2014
Q1 | $5.89M | Buy |
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|
2013
Q4 | $5.43M | Sell |
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|
2013
Q3 | $5.48M | Sell |
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|
2013
Q2 | $5.61M | Buy |
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