Nicola Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $14.5M | Buy |
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|
2022
Q3 | $11M | Buy |
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|
2022
Q2 | $11.7M | Buy |
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|
2022
Q1 | $13.2M | Buy |
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|
2021
Q4 | $13.7M | Buy |
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|
2021
Q3 | $12.8M | Sell |
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|
2021
Q2 | $13.1M | Buy |
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|
2021
Q1 | $11.3M | Sell |
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|
2020
Q4 | $13.5M | Buy |
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|
2020
Q3 | $8.13M | Buy |
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|
2020
Q2 | $6.54M | Buy |
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|
2020
Q1 | $5.13M | Sell |
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|
2019
Q4 | $12.5M | Buy |
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|
2019
Q3 | $9.77M | Buy |
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|
2019
Q2 | $9.06M | Sell |
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|
2019
Q1 | $9.11M | Sell |
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|
2018
Q4 | $11M | Buy |
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|
2018
Q3 | $7.79M | Hold |
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|
2018
Q2 | $7.19M | Sell |
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|
2018
Q1 | $8.36M | Buy |
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