Palisades Hudson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $449K | Buy |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $299K | Buy |
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|
2019
Q3 | $244K | Hold |
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|
2019
Q2 | $232K | Hold |
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|
2019
Q1 | $210K | Sell |
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|
2018
Q4 | $370K | Hold |
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|
2018
Q3 | $427K | Sell |
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|
2018
Q2 | $420K | Buy |
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|
2018
Q1 | $413K | Hold |
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|
2017
Q4 | $401K | Sell |
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|
2017
Q3 | $421K | Buy |
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|
2017
Q2 | $396K | Hold |
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|
2017
Q1 | $381K | Sell |
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|
2016
Q4 | $479K | Buy |
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|
2016
Q3 | $343K | Hold |
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|
2016
Q2 | $320K | Sell |
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|
2016
Q1 | $319K | Buy |
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|
2015
Q4 | $210K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $338K | Buy |
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|
2015
Q1 | $201K | Hold |
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|
2014
Q4 | $208K | Buy |
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