Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.81M | Sell |
|
|||||
|
2022
Q1 | $3.04M | Sell |
|
|||||
|
2021
Q4 | $3.92M | Buy |
|
|||||
|
2021
Q3 | $3.32M | Buy |
|
|||||
|
2021
Q2 | $2.85M | Buy |
|
|||||
|
2021
Q1 | $2.21M | Buy |
|
|||||
|
2020
Q4 | $1.23M | Buy |
|
|||||
|
2020
Q3 | $610K | Buy |
|
|||||
|
2020
Q2 | $551K | Sell |
|
|||||
|
2020
Q1 | $702K | Sell |
|
|||||
|
2019
Q4 | $2.5M | Buy |
|