Doyle Wealth Management’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 | $18.3M | Buy |
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|
2022
Q2 | $19.5M | Buy |
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|
2022
Q1 | $23.5M | Buy |
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|
2021
Q4 | $26.5M | Buy |
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|
2021
Q3 | $27.4M | Buy |
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|
2021
Q2 | $25.6M | Buy |
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|
2021
Q1 | $25M | Sell |
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|
2020
Q4 | $21.4M | Buy |
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|
2020
Q3 | $16.1M | Buy |
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|
2020
Q2 | $15.5M | Buy |
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|
2020
Q1 | $14.5M | Sell |
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|
2019
Q4 | $22.8M | Sell |
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|
2019
Q3 | $19.4M | Sell |
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|
2019
Q2 | $18.5M | Sell |
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|
2019
Q1 | $18.6M | Sell |
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|
2018
Q4 | $16.4M | Buy |
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|
2018
Q3 | $18.7M | Buy |
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|
2018
Q2 | $17.2M | Sell |
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|
2018
Q1 | $18.2M | Sell |
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|
2017
Q4 | $18.2M | Sell |
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|
2017
Q3 | $16.9M | Buy |
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|
2017
Q2 | $16M | Buy |
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|
2017
Q1 | $15.2M | Buy |
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