MYCIO Wealth Partners’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
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $204K | Hold |
|
|||||
|
2021
Q3 | $211K | Hold |
|
|||||
|
2021
Q2 | $200K | Sell |
|
|||||
|
2021
Q1 | $213K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $3.69M | Sell |
|
|||||
|
2019
Q3 | $3.32M | Buy |
|
|||||
|
2019
Q2 | $3.12M | Buy |
|
|||||
|
2019
Q1 | $2.82M | Sell |
|
|||||
|
2018
Q4 | $2.79M | Buy |
|
|||||
|
2018
Q3 | $3.03M | Buy |
|
|||||
|
2018
Q2 | $2.71M | Buy |
|
|||||
|
2018
Q1 | $2.52M | Sell |
|
|||||
|
2017
Q4 | $2.79M | Sell |
|
|||||
|
2017
Q3 | $2.58M | Buy |
|
|||||
|
2017
Q2 | $2.35M | Sell |
|
|||||
|
2017
Q1 | $2.63M | Buy |
|
|||||
|
2016
Q4 | $2.1M | Buy |
|
|||||
|
2016
Q3 | $1.28M | Sell |
|
|||||
|
2016
Q2 | $1.26M | Buy |
|
|||||
|
2016
Q1 | $1.17M | Buy |
|
|||||
|
2015
Q4 | $1.01M | Sell |
|
|||||
|
2015
Q3 | $938K | Sell |
|
|||||
|
2015
Q2 | $1.06M | Sell |
|
|||||
|
2015
Q1 | $949K | Sell |
|
|||||
|
2014
Q4 | $1.59M | Buy |
|
|||||
|
2014
Q3 | $1.52M | Sell |
|
|||||
|
2014
Q2 | $1.49M | Sell |
|
|||||
|
2014
Q1 | $1.64M | Buy |
|
|||||
|
2013
Q4 | $1.57M | Buy |
|
|||||
|
2013
Q3 | $1.34M | Sell |
|
|||||
|
2013
Q2 | $1.46M | Buy |
|