Cowen Prime 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $211K | Hold |
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|
2023
Q1 | $200K | Buy |
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|
2022
Q4 | $187K | Hold |
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|
2022
Q3 | $146K | Hold |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $190K | Hold |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $217K | Hold |
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|
2021
Q1 | $212K | Hold |
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|
2020
Q4 | $177K | Sell |
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|
2020
Q3 | $652K | Buy |
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|
2020
Q2 | $157K | Sell |
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|
2020
Q1 | $1.02M | Hold |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.42M | Sell |
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|
2019
Q2 | $1.58M | Hold |
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|
2019
Q1 | $1.44M | Buy |
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|
2018
Q4 | $1.38M | Sell |
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|
2018
Q3 | $2.07M | Sell |
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|
2018
Q2 | $1.99M | Sell |
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|
2018
Q1 | $2.13M | Sell |
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|
2017
Q4 | $2.09M | Sell |
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|
2017
Q3 | $2.22M | Sell |
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|
2017
Q2 | $2.26M | Hold |
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|
2017
Q1 | $2.18M | Buy |
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|
2016
Q4 | $2.05M | Sell |
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|
2016
Q3 | $1.68M | Buy |
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|
2016
Q2 | $502K | Sell |
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|
2016
Q1 | $597K | Hold |
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|
2015
Q4 | $665K | Hold |
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|
2015
Q3 | $614K | Hold |
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|
2015
Q2 | $683K | Sell |
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|
2015
Q1 | $637K | Buy |
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|
2014
Q4 | $514K | Buy |
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|
2014
Q3 | $489K | Buy |
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|
2014
Q2 | $468K | Buy |
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|
2014
Q1 | $493K | Sell |
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|
2013
Q4 | $475K | Buy |
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|
2013
Q3 | $420K | Hold |
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|
2013
Q2 | $426K | Buy |
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