New Potomac 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.37M | Sell |
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|
2024
Q2 | $3.29M | Sell |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.54M | Sell |
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|
2023
Q2 | $2.56M | Sell |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $2.57M | Buy |
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|
2022
Q3 | $1.99M | Sell |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $2.7M | Sell |
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|
2021
Q4 | $3.21M | Sell |
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|
2021
Q3 | $3.49M | Sell |
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|
2021
Q2 | $3.34M | Buy |
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|
2021
Q1 | $3.25M | Sell |
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|
2020
Q4 | $4.06M | Buy |
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|
2020
Q3 | $3.02M | Buy |
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|
2020
Q2 | $2.02M | Buy |
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|
2020
Q1 | $1.91M | Sell |
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|
2019
Q4 | $2.96M | Sell |
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|
2019
Q3 | $2.57M | Sell |
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|
2019
Q2 | $2.45M | Sell |
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|
2019
Q1 | $2.29M | Sell |
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|
2018
Q4 | $2.25M | Buy |
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|
2018
Q3 | $2.6M | Sell |
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|
2018
Q2 | $2.6M | Buy |
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|
2018
Q1 | $2.71M | Sell |
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|
2017
Q4 | $2.78M | Buy |
|