Huber Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
$300K Buy
2019
Q4
$409K Hold
2019
Q3
$346K Sell
2019
Q2
$353K Buy
2019
Q1
$319K Buy
2018
Q4
$258K Buy
2018
Q3
$253K Buy
2018
Q2
$233K Sell
2018
Q1
$341K Buy
2017
Q4
$316K Buy