Confluence Wealth Management’s JPMorgan Chase JPM Stock Holding History

Confluence Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.73M	Buy
2020 Q2	$1.35M	Buy
2020 Q1	$1.26M	Sell
2019 Q4	$2.05M	Hold
2019 Q3	$1.73M	Sell
2019 Q2	$1.65M	Sell
2019 Q1	$1.52M	Buy
2018 Q4	$1.46M	Sell
2018 Q3	$1.73M	Sell
2018 Q2	$1.65M	Sell
2018 Q1	$1.92M	Sell
2017 Q4	$1.87M	Buy
2017 Q3	$1.6M	Sell
2017 Q2	$1.65M	Buy
2017 Q1	$1.49M	Sell
2016 Q4	$1.8M	Sell
2016 Q3	$1.42M	Sell
2016 Q2	$1.4M	Sell
2016 Q1	$1.62M	Sell
2015 Q4	$1.83M	Sell
2015 Q3	$1.7M	Buy
2015 Q2	$1.86M	Sell
2015 Q1	$1.67M	Sell
2014 Q4	$1.79M	Sell
2014 Q3	$1.75M	Sell
2014 Q2	$1.81M	Buy
2014 Q1	$1.78M	Buy