Confluence Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $1.73M | Buy |
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2020
Q2 | $1.35M | Buy |
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2020
Q1 | $1.26M | Sell |
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2019
Q4 | $2.05M | Hold |
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2019
Q3 | $1.73M | Sell |
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2019
Q2 | $1.65M | Sell |
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2019
Q1 | $1.52M | Buy |
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2018
Q4 | $1.46M | Sell |
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2018
Q3 | $1.73M | Sell |
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2018
Q2 | $1.65M | Sell |
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2018
Q1 | $1.92M | Sell |
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2017
Q4 | $1.87M | Buy |
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2017
Q3 | $1.6M | Sell |
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2017
Q2 | $1.65M | Buy |
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2017
Q1 | $1.49M | Sell |
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2016
Q4 | $1.8M | Sell |
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2016
Q3 | $1.42M | Sell |
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2016
Q2 | $1.4M | Sell |
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2016
Q1 | $1.62M | Sell |
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2015
Q4 | $1.83M | Sell |
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2015
Q3 | $1.7M | Buy |
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2015
Q2 | $1.86M | Sell |
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2015
Q1 | $1.67M | Sell |
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2014
Q4 | $1.79M | Sell |
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2014
Q3 | $1.75M | Sell |
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2014
Q2 | $1.81M | Buy |
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2014
Q1 | $1.78M | Buy |
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