Kore Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.16M | Sell |
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|
2022
Q2 | $3.46M | Buy |
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|
2022
Q1 | $4.14M | Buy |
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|
2021
Q4 | $4.67M | Sell |
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|
2021
Q3 | $5.75M | Buy |
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|
2021
Q2 | $5.38M | Buy |
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|
2021
Q1 | $5.1M | Sell |
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|
2020
Q4 | $4.46M | Buy |
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|
2020
Q3 | $3.23M | Sell |
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|
2020
Q2 | $3.46M | Buy |
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|
2020
Q1 | $3.11M | Sell |
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|
2019
Q4 | $5.05M | Sell |
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|
2019
Q3 | $4.29M | Sell |
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|
2019
Q2 | $4.16M | Buy |
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|
2019
Q1 | $3.57M | Sell |
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|
2018
Q4 | $3.83M | Buy |
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