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
2021
Q2
$490K Hold
2021
Q1
$480K Hold
2020
Q4
$400K Hold
2020
Q3
$303K Hold
2020
Q2
$296K Hold
2020
Q1
$284K Sell
2019
Q4
$1.06M Sell
2019
Q3
$921K Sell
2019
Q2
$903K Buy
2019
Q1
$612K Sell
2018
Q4
$786K Buy