Huber Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $300K | Buy |
3,337
+400
| +14% | +$36K | 0.11% | 82 |
|
|
2019
Q4 | $409K | Hold |
2,937
| – | – | 0.14% | 81 |
|
|
2019
Q3 | $346K | Sell |
2,937
-217
| -7% | -$25.6K | 0.14% | 84 |
|
|
2019
Q2 | $353K | Buy |
3,154
+2
| +0.1% | +$224 | 0.15% | 79 |
|
|
2019
Q1 | $319K | Buy |
3,152
+504
| +19% | +$51K | 0.16% | 86 |
|
|
2018
Q4 | $258K | Buy |
2,648
+402
| +18% | +$39.2K | 0.14% | 84 |
|
|
2018
Q3 | $253K | Buy |
2,246
+2
| +0.1% | +$225 | 0.19% | 85 |
|
|
2018
Q2 | $233K | Sell |
2,244
-858
| -28% | -$89.1K | 0.21% | 87 |
|
|
2018
Q1 | $341K | Buy |
3,102
+148
| +5% | +$16.3K | 0.34% | 61 |
|
|
2017
Q4 | $316K | Buy |
+2,954
| New | +$316K | 0.35% | 57 |
|