Pacific Edge Advisors’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 | $307K | Hold |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $284K | Hold |
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|
2020
Q2 | $278K | Sell |
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|
2020
Q1 | $271K | Sell |
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|
2019
Q4 | $443K | Buy |
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|
2019
Q3 | $351K | Sell |
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|
2019
Q2 | $346K | Sell |
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|
2019
Q1 | $439K | Sell |
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|
2018
Q4 | $440K | Sell |
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|
2018
Q3 | $538K | Sell |
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|
2018
Q2 | $559K | Buy |
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|
2018
Q1 | $557K | Buy |
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|
2017
Q4 | $294K | Buy |
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