Engrave Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $803K | Buy |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $576K | Sell |
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|
2022
Q4 | $579K | Buy |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $371K | Hold |
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|
2022
Q1 | $449K | Hold |
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|
2021
Q4 | $521K | Sell |
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|
2021
Q3 | $794K | Sell |
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|
2021
Q2 | $848K | Buy |
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|
2021
Q1 | $601K | Sell |
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|
2020
Q4 | $555K | Buy |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $401K | Buy |
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|
2020
Q1 | $384K | Sell |
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|
2019
Q4 | $640K | Buy |
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