HGWM
Harvest Group Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,119
| Closed | -$269K | – | 379 |
|
|
2020
Q4 | $269K | Buy |
2,119
+110
| +5% | +$14K | 0.16% | 32 |
|
|
2020
Q3 | $193K | Hold |
2,009
| – | – | 0.13% | 36 |
|
|
2020
Q2 | $189K | Buy |
2,009
+547
| +37% | +$51.5K | 0.16% | 33 |
|
|
2020
Q1 | $131K | Hold |
1,462
| – | – | 0.13% | 45 |
|
|
2019
Q4 | $203K | Buy |
1,462
+4
| +0.3% | +$555 | 0.18% | 33 |
|
|
2019
Q3 | $172K | Buy |
1,458
+6
| +0.4% | +$708 | 0.21% | 29 |
|
|
2019
Q2 | $162K | Sell |
1,452
-10,711
| -88% | -$1.2M | 0.21% | 29 |
|
|
2019
Q1 | $1.23M | Sell |
12,163
-449
| -4% | -$45.4K | 1.13% | 16 |
|
|
2018
Q4 | $1.23M | Buy |
12,612
+466
| +4% | +$45.5K | 1.59% | 11 |
|
|
2018
Q3 | $1.37M | Buy |
12,146
+44
| +0.4% | +$4.97K | 0.96% | 11 |
|
|
2018
Q2 | $1.26M | Sell |
12,102
-1,143
| -9% | -$119K | 0.87% | 17 |
|
|
2018
Q1 | $1.46M | Buy |
13,245
+589
| +5% | +$64.8K | 0.98% | 17 |
|
|
2017
Q4 | $1.35M | Buy |
+12,656
| New | +$1.35M | 0.82% | 19 |
|