Diversified’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
Q3 | $2.43M | Buy |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $1.95M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $981K | Sell |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $767K | Buy |
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|
2022
Q2 | $612K | Sell |
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|
2022
Q1 | $766K | Buy |
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|
2021
Q4 | $881K | Buy |
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|
2021
Q3 | $909K | Buy |
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|
2021
Q2 | $863K | Buy |
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|
2021
Q1 | $793K | Buy |
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|
2020
Q4 | $499K | Buy |
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