Heron Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.69M | Sell |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $2.31M | Sell |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $2.2M | Buy |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $2.1M | Buy |
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