Frontier Wealth Management’s JPMorgan Chase JPM Stock Holding History

Frontier Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$7.85M	Buy	69,689 +6,574	+10%	+$814K	0.57%	45
2022 Q1	$8.3M	Sell	63,115 -1,854	-3%	-$274K	0.1%	34
2021 Q4	$10.3M	Buy	64,969 +6,085	+10%	+$999K	0.68%	31
2021 Q3	$9.64M	Buy	58,884 +2,829	+5%	+$444K	0.67%	31
2021 Q2	$8.72M	Sell	56,055 -417	-0.7%	-$65.5K	0.61%	33
2021 Q1	$8.6M	Buy	56,472 +2,894	+5%	+$416K	0.66%	28
2020 Q4	$6.81M	Sell	53,578 -6,006	-10%	-$671K	0.56%	33
2020 Q3	$5.74M	Sell	59,584 -10,466	-15%	-$1.03M	0.53%	36
2020 Q2	$6.59M	Sell	70,050 -7,099	-9%	-$674K	0.61%	33
2020 Q1	$6.95M	Buy	77,149 +37,303	+94%	+$4.53M	1.13%	18
2019 Q4	$5.55M	Sell	39,846 -33,403	-46%	-$4.28M	0.89%	25
2019 Q3	$8.62M	Sell	73,249 -274	-0.4%	-$31K	1.27%	17
2019 Q2	$8.22M	Buy	73,523 +51	+0.1%	+$5.62K	1.21%	18
2019 Q1	$7.44M	Buy	73,472 +1,054	+1%	+$109K	1.01%	18
2018 Q4	$7.07M	Buy	72,418 +4,902	+7%	+$522K	1.07%	16
2018 Q3	$7.62M	Sell	67,516 -2,759	-4%	-$313K	0.73%	15
2018 Q2	$7.32M	Buy	70,275 +10,962	+18%	+$1.2M	1.05%	15
2018 Q1	$6.52M	Buy	59,313 +26,360	+80%	+$2.98M	0.91%	20
2017 Q4	$3.52M	Buy	32,953 +3,682	+13%	+$373K	0.57%	43
2017 Q3	$2.8M	Buy	29,271 +1,219	+4%	+$112K	0.4%	61
2017 Q2	$2.56M	Buy	28,052 +1,043	+4%	+$90K	0.39%	67
2017 Q1	$2.37M	Sell	27,009 -6,803	-20%	-$600K	0.36%	70
2016 Q4	$2.92M	Sell	33,812 -900	-3%	-$68.6K	0.48%	60
2016 Q3	$2.31M	Sell	34,712 -5,865	-14%	-$382K	0.35%	78
2016 Q2	$2.52M	Sell	40,577 -1,468	-3%	-$91.7K	0.4%	65
2016 Q1	$2.49M	Buy	42,045 +957	+2%	+$55.9K	0.21%	66
2015 Q4	$2.71M	Buy	41,088 +2,003	+5%	+$130K	0.44%	61
2015 Q3	$2.38M	Buy	39,085 +10,719	+38%	+$702K	0.38%	70
2015 Q2	$1.92M	Buy	28,366 +14,588	+106%	+$952K	0.3%	83
2015 Q1	$835K	Sell	13,778 -3,250	-19%	-$192K	0.13%	118
2014 Q4	$1.07M	Buy	+17,028	New	+$1.02M	0.2%	81