Lehman & Derafelo Financial Resources’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 | $639K | Buy |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $445K | Sell |
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|
2022
Q1 | $543K | Buy |
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|
2021
Q4 | $408K | Buy |
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|
2021
Q3 | $420K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $360K | Buy |
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|
2020
Q4 | $265K | Hold |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $243K | Sell |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $461K | Buy |
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|
2019
Q3 | $385K | Hold |
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|
2019
Q2 | $371K | Buy |
|