Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.83M | Buy |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $2.52M | Sell |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $2.17M | Sell |
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|
2022
Q1 | $2.8M | Buy |
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $2.88M | Sell |
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|
2021
Q2 | $2.92M | Buy |
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|
2021
Q1 | $2.77M | Sell |
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|
2020
Q4 | $2.63M | Sell |
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|
2020
Q3 | $2.29M | Buy |
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|
2020
Q2 | $1.95M | Buy |
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|
2020
Q1 | $1.5M | Buy |
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|
2019
Q4 | $583K | Sell |
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|
2019
Q3 | $754K | Buy |
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|
2019
Q2 | $643K | Buy |
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|
2019
Q1 | $581K | Hold |
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|
2018
Q4 | $560K | Buy |
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|
2018
Q3 | $533K | Buy |
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|
2018
Q2 | $321K | Buy |
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|
2018
Q1 | $339K | Buy |
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|
2017
Q4 | $323K | Buy |
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|
2017
Q3 | $285K | Sell |
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|
2017
Q2 | $273K | Sell |
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|
2017
Q1 | $350K | Sell |
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|
2016
Q4 | $345K | Buy |
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|
2016
Q3 | $255K | Sell |
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|
2016
Q2 | $239K | Sell |
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|
2016
Q1 | $229K | Sell |
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|
2015
Q4 | $260K | Buy |
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