Mader & Shannon Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $6.14M | Buy |
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|
2021
Q1 | $5.89M | Buy |
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|
2020
Q4 | $4.76M | Buy |
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|
2020
Q3 | $3.46M | Buy |
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|
2020
Q2 | $3.33M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.11M | Buy |
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|
2019
Q3 | $1.54M | Sell |
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|
2019
Q2 | $1.56M | Sell |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | $1.43M | Sell |
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|
2018
Q3 | $3.85M | Sell |
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|
2018
Q2 | $3.91M | Buy |
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|
2018
Q1 | $3.93M | Buy |
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|
2017
Q4 | $1.86M | Buy |
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|
2017
Q3 | $1.6M | Buy |
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