EPA
Element Pointe Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,311
| Closed | -$421K | – | 129 |
|
|
2020
Q4 | $421K | Buy |
3,311
+100
| +3% | +$12.7K | 0.16% | 85 |
|
|
2020
Q3 | $309K | Sell |
3,211
-53
| -2% | -$5.1K | 0.14% | 89 |
|
|
2020
Q2 | $307K | Buy |
3,264
+837
| +34% | +$78.7K | 0.16% | 73 |
|
|
2020
Q1 | $218K | Buy |
2,427
+670
| +38% | +$60.2K | 0.13% | 72 |
|
|
2019
Q4 | $245K | Hold |
1,757
| – | – | 0.13% | 77 |
|
|
2019
Q3 | $207K | Buy |
+1,757
| New | +$207K | 0.12% | 88 |
|
|
2019
Q1 | – | Sell |
-3,001
| Closed | -$293K | – | 92 |
|
|
2018
Q4 | $293K | Buy |
+3,001
| New | +$293K | 0.19% | 55 |
|