First Personal Financial Services’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 | $7.6M | Sell |
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|
2024
Q2 | $7.44M | Sell |
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|
2024
Q1 | $7.4M | Sell |
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|
2023
Q4 | $6.34M | Buy |
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|
2023
Q3 | $5.33M | Sell |
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|
2023
Q2 | $5.43M | Sell |
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|
2023
Q1 | $4.89M | Buy |
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|
2022
Q4 | $4.67M | Sell |
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|
2022
Q3 | $3.64M | Buy |
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|
2022
Q2 | $3.84M | Buy |
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|
2022
Q1 | $4.42M | Buy |
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|
2021
Q4 | $5.07M | Buy |
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|
2021
Q3 | $5.03M | Buy |
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|
2021
Q2 | $4.73M | Buy |
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|
2021
Q1 | $4.55M | Sell |
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|
2020
Q4 | $3.82M | Buy |
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|
2020
Q3 | $2.55M | Buy |
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|
2020
Q2 | $2.3M | Buy |
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|
2020
Q1 | $1.98M | Buy |
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|
2019
Q4 | $779K | Sell |
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|
2019
Q3 | $856K | Sell |
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|
2019
Q2 | $1.57M | Buy |
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|
2019
Q1 | $1.37M | Buy |
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|
2018
Q4 | $1.32M | Sell |
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|
2018
Q3 | $1.56M | Sell |
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|
2018
Q2 | $1.48M | Sell |
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|
2018
Q1 | $1.56M | Sell |
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|
2017
Q4 | $1.62M | Buy |
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|
2017
Q3 | $996K | Buy |
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|
2017
Q2 | $930K | Buy |
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|
2017
Q1 | $582K | Buy |
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|
2016
Q4 | $451K | Sell |
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|
2016
Q3 | $357K | Buy |
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|
2016
Q2 | $288K | Buy |
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|
2016
Q1 | $166K | Buy |
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|
2015
Q4 | $132K | Buy |
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|
2015
Q3 | $34K | Buy |
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|
2015
Q2 | $34K | Hold |
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|
2015
Q1 | $31K | Hold |
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|
2014
Q4 | $31K | Buy |
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