Dowling & Yahnke’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.53M | Sell |
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|
2022
Q2 | $10.4M | Buy |
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|
2022
Q1 | $12.2M | Sell |
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|
2021
Q4 | $14.2M | Sell |
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|
2021
Q3 | $14.7M | Sell |
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|
2021
Q2 | $14.1M | Sell |
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|
2021
Q1 | $13.9M | Sell |
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|
2020
Q4 | $11.6M | Buy |
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|
2020
Q3 | $8.77M | Sell |
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|
2020
Q2 | $8.67M | Sell |
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|
2020
Q1 | $8.55M | Sell |
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|
2019
Q4 | $13.6M | Sell |
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|
2019
Q3 | $11.8M | Sell |
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|
2019
Q2 | $11.2M | Buy |
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|
2019
Q1 | $10M | Buy |
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|
2018
Q4 | $10.9M | Buy |
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|
2018
Q3 | $10.9M | Sell |
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|
2018
Q2 | $10.1M | Buy |
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|
2018
Q1 | $10.6M | Sell |
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|
2017
Q4 | $10.7M | Sell |
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|
2017
Q3 | $9.57M | Sell |
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|
2017
Q2 | $9.17M | Sell |
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|
2017
Q1 | $8.83M | Sell |
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|
2016
Q4 | $8.79M | Sell |
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|
2016
Q3 | $6.89M | Buy |
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|
2016
Q2 | $6.37M | Buy |
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|
2016
Q1 | $6M | Buy |
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|
2015
Q4 | $6.66M | Buy |
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|
2015
Q3 | $6.11M | Buy |
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|
2015
Q2 | $6.66M | Sell |
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|
2015
Q1 | $6.04M | Buy |
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|
2014
Q4 | $6.2M | Buy |
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|
2014
Q3 | $5.89M | Buy |
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|
2014
Q2 | $5.6M | Buy |
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|
2014
Q1 | $5.88M | Buy |
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|
2013
Q4 | $5.48M | Buy |
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|
2013
Q3 | $4.32M | Buy |
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|
2013
Q2 | $4.34M | Buy |
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