Optimal Asset 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
2021
Q3
$1.62M Buy
2021
Q2
$1.53M Sell
2021
Q1
$1.5M Sell
2020
Q4
$1.65M Sell
2020
Q3
$1.25M Sell
2020
Q2
$1.37M Sell
2020
Q1
$1.9K Buy
2019
Q4
$1M Buy