Lucia Wealth Services’s JPMorgan Chase JPM Stock Holding History

Lucia Wealth Services’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$194K	Sell
2020 Q2	$211K	Buy
2020 Q1	$181K	Buy
2019 Q4	$140K	Hold
2019 Q3	$119K	Hold
2019 Q2	$113K	Hold
2019 Q1	$102K	Buy
2018 Q4	$46K	Sell
2018 Q3	$87K	Sell
2018 Q2	$82K	Buy
2018 Q1	$78K	Buy