Charles Schwab Investment Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $517K | Buy |
|
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $358K | Sell |
|
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|
2023
Q2 | $366K | Buy |
|
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|
2023
Q1 | $298K | Buy |
|
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|
2022
Q4 | $262K | Sell |
|
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|
2022
Q3 | $222K | Buy |
|
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|
2022
Q2 | $218K | Buy |
|
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|
2022
Q1 | $226K | Buy |
|
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|
2021
Q4 | $255K | Buy |
|
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|
2021
Q3 | $263K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $390M | Buy |
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|
2019
Q3 | $327M | Buy |
|
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|
2019
Q2 | $307M | Buy |
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|
2019
Q1 | $274M | Buy |
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|
2018
Q4 | $261M | Buy |
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|
2018
Q3 | $301M | Sell |
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|
2018
Q2 | $279M | Buy |
|