Next 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.36M | Buy |
|
|||||
|
2021
Q3 | $4.46M | Buy |
|
|||||
|
2021
Q2 | $3.55M | Buy |
|
|||||
|
2021
Q1 | $3.32M | Buy |
|
|||||
|
2020
Q4 | $2.75M | Sell |
|
|||||
|
2020
Q3 | $2.11M | Buy |
|
|||||
|
2020
Q2 | $1.77M | Buy |
|
|||||
|
2020
Q1 | $1.5M | Sell |
|
|||||
|
2019
Q4 | $2.38M | Buy |
|
|||||
|
2019
Q3 | $1.76M | Buy |
|
|||||
|
2019
Q2 | $1.61M | Buy |
|
|||||
|
2019
Q1 | $519K | Sell |
|
|||||
|
2018
Q4 | $1.2M | Buy |
|
|||||
|
2018
Q3 | $947K | Sell |
|
|||||
|
2018
Q2 | $1.04M | Sell |
|
|||||
|
2018
Q1 | $1.44M | Buy |
|
|||||
|
2017
Q4 | $1.34M | Sell |
|
|||||
|
2017
Q3 | $1.54M | Sell |
|
|||||
|
2017
Q2 | $1.58M | Buy |
|
|||||
|
2017
Q1 | $1.51M | Sell |
|
|||||
|
2016
Q4 | $2.51M | Sell |
|
|||||
|
2016
Q3 | $1.97M | Buy |
|
|||||
|
2016
Q2 | $931K | Buy |
|
|||||
|
2016
Q1 | $801K | Buy |
|
|||||
|
2015
Q4 | $777K | Sell |
|
|||||
|
2015
Q3 | $880K | Buy |
|
|||||
|
2015
Q2 | $948K | Buy |
|
|||||
|
2015
Q1 | $837K | Sell |
|
|||||
|
2014
Q4 | $866K | Sell |
|
|||||
|
2014
Q3 | $1.52M | Buy |
|
|||||
|
2014
Q2 | $16K | Buy |
|