Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.62M | Sell |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $1.6M | Buy |
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|
2020
Q4 | $1.27M | Sell |
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|
2020
Q3 | $779 | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $971K | Sell |
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|
2019
Q4 | $1.76M | Buy |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $1.39M | Sell |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $883K | Buy |
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|
2018
Q3 | $907K | Buy |
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|
2018
Q2 | $809K | Buy |
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|
2018
Q1 | $706K | Buy |
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|
2017
Q4 | $378K | Buy |
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|
2017
Q3 | $328K | Hold |
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|
2017
Q2 | $314K | Buy |
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|
2017
Q1 | $284K | Sell |
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|
2016
Q4 | $314K | Buy |
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