LifePlan Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $594K | Buy |
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|
2020
Q2 | $573K | Sell |
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|
2020
Q1 | $559K | Hold |
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|
2019
Q4 | $866K | Sell |
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|
2019
Q3 | $740K | Sell |
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|
2019
Q2 | $715K | Hold |
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|
2019
Q1 | $647K | Sell |
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|
2018
Q4 | $631K | Sell |
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|
2018
Q3 | $825K | Sell |
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|
2018
Q2 | $770K | Sell |
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|
2018
Q1 | $818K | Sell |
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|
2017
Q4 | $714K | Hold |
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|
2017
Q3 | $714K | Buy |
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|
2017
Q2 | $676K | Hold |
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|
2017
Q1 | $650K | Sell |
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|
2016
Q4 | $655K | Sell |
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|
2016
Q3 | $518K | Hold |
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|
2016
Q2 | $483K | Hold |
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|
2016
Q1 | $460K | Sell |
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|
2015
Q4 | $547K | Sell |
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|
2015
Q3 | $509K | Sell |
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|
2015
Q2 | $586K | Hold |
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|
2015
Q1 | $524K | Hold |
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|
2014
Q4 | $541K | Sell |
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|
2014
Q3 | $527K | Sell |
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|
2014
Q2 | $517K | Hold |
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|
2014
Q1 | $545K | Hold |
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|
2013
Q4 | $525K | Hold |
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|
2013
Q3 | $464K | Sell |
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|
2013
Q2 | $495K | Buy |
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