Crestone Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $444K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $318K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $233K | Hold |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $202K | Buy |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $205K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $246K | Buy |
|