Paradigm Financial 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
Q4 | $1.68M | Hold |
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|
2021
Q3 | $1.73M | Sell |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $1.21M | Hold |
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|
2019
Q3 | $1.02M | Hold |
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|
2019
Q2 | $969K | Buy |
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|
2019
Q1 | $870K | Buy |
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|
2018
Q4 | $791K | Sell |
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|
2018
Q3 | $922K | Buy |
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|
2018
Q2 | $844K | Sell |
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|
2018
Q1 | $937K | Hold |
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|
2017
Q4 | $911K | Buy |
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|
2017
Q3 | $737K | Buy |
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|
2017
Q2 | $622K | Hold |
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|
2017
Q1 | $597K | Buy |
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|
2016
Q4 | $585K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $60K | Sell |
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|
2013
Q4 | $117K | Buy |
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