FormulaFolio Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $45K | Hold |
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2021
Q1 | $45K | Sell |
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|
2020
Q4 | $10.1M | Buy |
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2020
Q3 | $3.24M | Buy |
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|
2020
Q2 | $2.7M | Buy |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $2.47M | Sell |
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|
2019
Q3 | $2.17M | Buy |
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|
2019
Q2 | $2.05M | Buy |
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|
2019
Q1 | $1.71M | Sell |
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|
2018
Q4 | $2.51M | Hold |
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|
2018
Q3 | $2.51M | Buy |
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|
2018
Q2 | $2.11M | Buy |
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|
2018
Q1 | $371K | Buy |
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|
2017
Q4 | $332K | Buy |
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|
2017
Q3 | $270K | Buy |
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|
2017
Q2 | $238K | Sell |
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|
2017
Q1 | $266K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.17M | Buy |
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