Derby & Company’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
Q3
$334K Buy
2021
Q2
$291K Hold
2021
Q1
$285K Hold
2020
Q4
$238K Buy
2020
Q1
Sell
2019
Q4
$240K Hold
2019
Q3
$203K Buy
2018
Q4
Sell
2018
Q3
$379K Hold
2018
Q2
$350K Hold
2018
Q1
$370K Buy