Mosaic Family Wealth’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
Q4 | $751K | Sell |
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|
2021
Q3 | $905K | Buy |
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|
2021
Q2 | $655K | Buy |
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|
2021
Q1 | $637K | Buy |
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|
2020
Q4 | $489K | Sell |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $349K | Buy |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $511K | Buy |
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|
2019
Q3 | $416K | Sell |
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|
2019
Q2 | $408K | Sell |
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|
2019
Q1 | $385K | Sell |
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|
2018
Q4 | $381K | Hold |
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|
2018
Q3 | $428K | Sell |
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|
2018
Q2 | $413K | Buy |
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|
2018
Q1 | $429K | Buy |
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|
2017
Q4 | $401K | Sell |
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|
2017
Q3 | $425K | Buy |
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|
2017
Q2 | $307K | Hold |
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|
2017
Q1 | $295K | Sell |
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|
2016
Q4 | $333K | Sell |
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|
2016
Q3 | $764K | Buy |
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|
2016
Q2 | $551K | Buy |
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|
2016
Q1 | $459K | Buy |
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|
2015
Q4 | $479K | Buy |
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