Cordasco Financial 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
Q2 | $173K | Buy |
|
|||||
|
2022
Q1 | $114K | Hold |
|
|||||
|
2021
Q4 | $132K | Hold |
|
|||||
|
2021
Q3 | $136K | Sell |
|
|||||
|
2021
Q2 | $148K | Hold |
|
|||||
|
2021
Q1 | $145K | Sell |
|
|||||
|
2020
Q4 | $122K | Buy |
|
|||||
|
2020
Q3 | $83K | Sell |
|
|||||
|
2020
Q2 | $109K | Hold |
|
|||||
|
2020
Q1 | $104K | Buy |
|
|||||
|
2019
Q4 | $46K | Hold |
|
|||||
|
2019
Q3 | $39K | Hold |
|
|||||
|
2019
Q2 | $37K | Sell |
|
|||||
|
2019
Q1 | $68K | Buy |
|
|||||
|
2018
Q4 | $33K | Sell |
|
|||||
|
2018
Q3 | $320K | Hold |
|
|||||
|
2018
Q2 | $295K | Hold |
|
|||||
|
2018
Q1 | $312K | Buy |
|
|||||
|
2017
Q4 | $249K | Hold |
|
|||||
|
2017
Q3 | $223K | Hold |
|
|||||
|
2017
Q2 | $213K | Buy |
|
|||||
|
2017
Q1 | $34K | Buy |
|
|||||
|
2016
Q4 | $29K | Hold |
|
|||||
|
2016
Q3 | $21K | Hold |
|
|||||
|
2016
Q2 | $21K | Hold |
|
|||||
|
2016
Q1 | $20K | Hold |
|
|||||
|
2015
Q4 | $22K | Sell |
|
|||||
|
2015
Q3 | $48K | Hold |
|
|||||
|
2015
Q2 | $53K | Hold |
|
|||||
|
2015
Q1 | $47K | Hold |
|
|||||
|
2014
Q4 | $49K | Hold |
|
|||||
|
2014
Q3 | $47K | Hold |
|
|||||
|
2014
Q2 | $45K | Hold |
|
|||||
|
2014
Q1 | $48K | Hold |
|
|||||
|
2013
Q4 | $46K | Buy |
|