FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.01M | Buy |
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|
2024
Q2 | $2.58M | Buy |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.65M | Hold |
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|
2023
Q1 | $1.65M | Hold |
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|
2022
Q4 | $1.65M | Sell |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $1.75M | Buy |
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|
2021
Q4 | $2.02M | Sell |
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|
2021
Q3 | $2.21M | Sell |
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|
2021
Q2 | $2.14M | Sell |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.21K | Sell |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $1.39M | Buy |
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|
2019
Q4 | $2.11M | Buy |
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|
2019
Q3 | $1.78M | Sell |
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|
2019
Q2 | $1.69M | Buy |
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|
2019
Q1 | $1.46M | Sell |
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|
2018
Q4 | $1.53M | Buy |
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