Laurel Wealth Advisors (California)’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
Q4 | $5.53M | Sell |
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|
2022
Q3 | $4.45M | Buy |
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|
2022
Q2 | $4.68M | Sell |
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|
2022
Q1 | $5.68M | Sell |
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|
2021
Q4 | $6.68M | Buy |
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|
2021
Q3 | $3.2M | Sell |
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|
2021
Q2 | $3.29M | Buy |
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|
2021
Q1 | $3.11M | Buy |
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|
2020
Q4 | $2.47M | Sell |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.8M | Sell |
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|
2020
Q1 | $1.73M | Sell |
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|
2019
Q4 | $2.84M | Sell |
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|
2019
Q3 | $3.65M | Buy |
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|
2019
Q2 | $2.83M | Sell |
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|
2019
Q1 | $2.59M | Buy |
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|
2018
Q4 | $2.21M | Sell |
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|
2018
Q3 | $2.65M | Sell |
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|
2018
Q2 | $2.48M | Buy |
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|
2018
Q1 | $2.4M | Sell |
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|
2017
Q4 | $2.54M | Buy |
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|
2017
Q3 | $2.18M | Buy |
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|
2017
Q2 | $1.98M | Buy |
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|
2017
Q1 | $1.52M | Buy |
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|
2016
Q4 | $1.04M | Sell |
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|
2016
Q3 | $834K | Sell |
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|
2016
Q2 | $802K | Sell |
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|
2016
Q1 | $813K | Sell |
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|
2015
Q4 | $1.03M | Buy |
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