JA
JOYN Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $806K | Buy |
8,956
+461
| +5% | +$41.5K | 0.27% | 29 |
|
|
2019
Q4 | $1.18M | Sell |
8,495
-126
| -1% | -$17.6K | 0.25% | 24 |
|
|
2019
Q3 | $1.02M | Sell |
8,621
-2,017
| -19% | -$237K | 0.22% | 26 |
|
|
2019
Q2 | $1.17M | Buy |
10,638
+2,532
| +31% | +$278K | 0.26% | 29 |
|
|
2019
Q1 | $821K | Sell |
8,106
-2,162
| -21% | -$219K | 0.19% | 33 |
|
|
2018
Q4 | $1M | Sell |
10,268
-723
| -7% | -$70.6K | 0.23% | 30 |
|
|
2018
Q3 | $1.24M | Buy |
10,991
+34
| +0.3% | +$3.84K | 0.23% | 30 |
|
|
2018
Q2 | $1.14M | Buy |
10,957
+6,453
| +143% | +$673K | 0.24% | 29 |
|
|
2018
Q1 | $495K | Sell |
4,504
-1,448
| -24% | -$159K | 0.11% | 64 |
|
|
2017
Q4 | $636K | Buy |
+5,952
| New | +$636K | 0.14% | 67 |
|