LeJeune Puetz Investment Counsel’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
Q1 | $5.65M | Buy |
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|
2022
Q4 | $5.81M | Buy |
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|
2022
Q3 | $4.5M | Buy |
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|
2022
Q2 | $4.69M | Buy |
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|
2022
Q1 | $5.4M | Buy |
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|
2021
Q4 | $6.18M | Buy |
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|
2021
Q3 | $6.27M | Buy |
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|
2021
Q2 | $5.75M | Sell |
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|
2021
Q1 | $5.72M | Buy |
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|
2020
Q4 | $4.76M | Buy |
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|
2020
Q3 | $3.58M | Buy |
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|
2020
Q2 | $3.29M | Sell |
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|
2020
Q1 | $3.44M | Buy |
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|
2019
Q4 | $4.96M | Sell |
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|
2019
Q3 | $4.26M | Sell |
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|
2019
Q2 | $4.06M | Sell |
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|
2019
Q1 | $3.68M | Buy |
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|
2018
Q4 | $3.53M | Buy |
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|
2018
Q3 | $3.84M | Buy |
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|
2018
Q2 | $3.54M | Sell |
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|
2018
Q1 | $4M | Sell |
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|
2017
Q4 | $3.9M | Sell |
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|
2017
Q3 | $3.62M | Hold |
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|
2017
Q2 | $3.46M | Sell |
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|
2017
Q1 | $3.43M | Sell |
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|
2016
Q4 | $3.48M | Buy |
|