Elm Advisors’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
Q1 | $281K | Sell |
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|
2021
Q4 | $572K | Sell |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $562K | Hold |
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|
2021
Q1 | $550K | Buy |
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|
2020
Q4 | $434K | Sell |
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|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $392K | Hold |
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|
2020
Q1 | $376K | Sell |
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|
2019
Q4 | $623K | Hold |
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|
2019
Q3 | $526K | Sell |
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|
2019
Q2 | $527K | Buy |
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|
2019
Q1 | $438K | Sell |
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|
2018
Q4 | $436K | Hold |
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|
2018
Q3 | $504K | Buy |
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|
2018
Q2 | $387K | Sell |
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|
2018
Q1 | $430K | Sell |
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|
2017
Q4 | $436K | Sell |
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|
2017
Q3 | $395K | Hold |
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|
2017
Q2 | $378K | Hold |
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|
2017
Q1 | $363K | Buy |
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|
2016
Q4 | $323K | Sell |
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|
2016
Q3 | $267K | Buy |
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|
2016
Q2 | $248K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $215K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $203K | Buy |
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