CSat Investment Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1M | Sell |
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|
2020
Q3 | $854K | Sell |
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|
2020
Q2 | $2M | Sell |
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|
2020
Q1 | $2.24M | Buy |
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|
2019
Q4 | $3.46M | Sell |
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|
2019
Q3 | $3.27M | Buy |
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|
2019
Q2 | $3.05M | Buy |
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|
2019
Q1 | $2.24M | Buy |
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|
2018
Q4 | $1.44M | Buy |
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|
2018
Q3 | $1.5M | Sell |
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|
2018
Q2 | $1.41M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $10M | Buy |
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|
2014
Q2 | $8.56M | Buy |
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|
2014
Q1 | $6.97M | Sell |
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|
2013
Q4 | $9.55M | Sell |
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|
2013
Q3 | $15M | Buy |
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|
2013
Q2 | $11.5M | Buy |
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