Newport Wealth Strategies’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
Q3 | $677K | Buy |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $621K | Sell |
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|
2020
Q4 | $417K | Hold |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $412K | Sell |
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|
2020
Q1 | $426K | Sell |
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|
2019
Q4 | $1.71M | Buy |
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|
2019
Q3 | $731K | Sell |
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|
2019
Q2 | $794K | Sell |
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|
2019
Q1 | $753K | Buy |
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|
2018
Q4 | $429K | Sell |
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|
2018
Q3 | $684K | Sell |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $1.25M | Buy |
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|
2017
Q4 | $1.19M | Buy |
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