Financial Architects (New Jersey)’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
Q2 | $2.45M | Sell |
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|
2023
Q1 | $2.23M | Sell |
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|
2022
Q4 | $2.83M | Buy |
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|
2022
Q3 | $2.19M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $2.62M | Buy |
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|
2021
Q3 | $2.67M | Sell |
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|
2021
Q2 | $2.71M | Buy |
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|
2021
Q1 | $2.41M | Sell |
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|
2020
Q4 | $2.02M | Sell |
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|
2020
Q3 | $1.55M | Sell |
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|
2020
Q2 | $1.67M | Buy |
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|
2020
Q1 | $1.38M | Buy |
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|
2019
Q4 | $1.99M | Sell |
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|
2019
Q3 | $1.72M | Sell |
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|
2019
Q2 | $8.07M | Sell |
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|
2019
Q1 | $16M | Buy |
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|
2018
Q4 | $15.4M | Buy |
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|
2018
Q3 | $17.8M | Buy |
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|
2018
Q2 | $16.4M | Sell |
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|
2018
Q1 | $17.4M | Sell |
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|
2017
Q4 | $17.2M | Sell |
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|
2017
Q3 | $15.6M | Buy |
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|
2017
Q2 | $14.6M | Buy |
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|
2017
Q1 | $13.9M | Buy |
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|
2016
Q4 | $5.1M | Sell |
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|
2016
Q3 | $4.13M | Sell |
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|
2016
Q2 | $3.93M | Buy |
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|
2016
Q1 | $871K | Buy |
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|
2015
Q4 | $956K | Buy |
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|
2015
Q3 | $849K | Buy |
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|
2015
Q2 | $893K | Sell |
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|
2015
Q1 | $848K | Buy |
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|
2014
Q4 | $874K | Buy |
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|
2014
Q3 | $822K | Buy |
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|
2014
Q2 | $775K | Sell |
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|
2014
Q1 | $862K | Buy |
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|
2013
Q4 | $696K | Buy |
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|
2013
Q3 | $533K | Sell |
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|
2013
Q2 | $566K | Buy |
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