Domani Wealth’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
Q1 | $494K | Buy |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $452K | Sell |
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|
2022
Q1 | $574K | Sell |
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $657K | Sell |
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|
2021
Q2 | $633K | Buy |
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|
2021
Q1 | $618K | Buy |
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|
2020
Q4 | $438K | Sell |
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|
2020
Q3 | $369K | Sell |
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|
2020
Q2 | $401K | Sell |
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|
2020
Q1 | $464K | Buy |
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|
2019
Q4 | $704K | Sell |
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|
2019
Q3 | $636K | Buy |
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|
2019
Q2 | $592K | Hold |
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|
2019
Q1 | $536K | Hold |
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|
2018
Q4 | $517K | Sell |
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|
2018
Q3 | $661K | Buy |
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|
2018
Q2 | $534K | Hold |
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|
2018
Q1 | $563K | Hold |
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|
2017
Q4 | $548K | Hold |
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|
2017
Q3 | $489K | Sell |
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|
2017
Q2 | $474K | Hold |
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|
2017
Q1 | $456K | Hold |
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|
2016
Q4 | $448K | Sell |
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|
2016
Q3 | $384K | Sell |
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|
2016
Q2 | $364K | Sell |
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|
2016
Q1 | $389K | Buy |
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|
2015
Q4 | $428K | Buy |
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|
2015
Q3 | $335K | Buy |
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|
2015
Q2 | $371K | Buy |
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|
2015
Q1 | $5.44K | Buy |
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