DB Wealth Management Group’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
Q4 | $245K | Buy |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | $187K | Buy |
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|
2022
Q4 | $193K | Buy |
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|
2022
Q3 | $150K | Buy |
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|
2022
Q2 | $162K | Hold |
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|
2022
Q1 | $195K | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $185K | Buy |
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