Claraphi Advisory Network’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
Q3 | – | Sell |
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|
2022
Q2 | $2.55M | Buy |
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|
2022
Q1 | $2.94M | Sell |
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|
2021
Q4 | $3.51M | Sell |
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|
2021
Q3 | $3.65M | Sell |
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|
2021
Q2 | $3.47M | Buy |
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|
2021
Q1 | $3.24M | Buy |
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|
2020
Q4 | $2.49M | Sell |
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|
2020
Q3 | $1.94M | Buy |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | $1.48M | Buy |
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|
2019
Q4 | $2.17M | Sell |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $1.95M | Buy |
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|
2019
Q1 | $1.59M | Sell |
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|
2018
Q4 | $1.72M | Sell |
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|
2018
Q3 | $2.05M | Buy |
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|
2018
Q2 | $1.71M | Buy |
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|
2018
Q1 | $1.79M | Buy |
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|
2017
Q4 | $1.7M | Buy |
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