Donor Advised Charitable Giving’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 | – | Sell |
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|
2021
Q2 | $490K | Hold |
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|
2021
Q1 | $480K | Hold |
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|
2020
Q4 | $400K | Hold |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $296K | Hold |
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|
2020
Q1 | $284K | Sell |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $921K | Sell |
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|
2019
Q2 | $903K | Buy |
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|
2019
Q1 | $612K | Sell |
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|
2018
Q4 | $786K | Buy |
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