NewFocus Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.3M | Buy |
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|
2020
Q3 | $2.44M | Sell |
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|
2020
Q2 | $3.24M | Buy |
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|
2020
Q1 | $2.95M | Buy |
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|
2019
Q4 | $3.99M | Buy |
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|
2019
Q3 | $3.35M | Buy |
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|
2019
Q2 | $3.15M | Sell |
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|
2019
Q1 | $2.86M | Buy |
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|
2018
Q4 | $2.71M | Sell |
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|
2018
Q3 | $3.2M | Buy |
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|
2018
Q2 | $2.9M | Buy |
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|
2018
Q1 | $3.01M | Buy |
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|
2017
Q4 | $2.66M | Sell |
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|
2017
Q3 | $2.39M | Buy |
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|
2017
Q2 | $1.34M | Buy |
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