Lucia Wealth Services’s JPMorgan Chase JPM Stock Holding History

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

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