Partnervest Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $2.87M | Buy |
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2020
Q2 | $2.48M | Buy |
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2020
Q1 | $2.26M | Buy |
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2019
Q4 | $3.48M | Buy |
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2019
Q3 | $2.59M | Buy |
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2019
Q2 | $1.92M | Buy |
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2019
Q1 | $1.65M | Sell |
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2018
Q4 | $2.02M | Sell |
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2018
Q3 | $2.98M | Buy |
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2018
Q2 | $2.62M | Buy |
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2018
Q1 | $2.62M | Buy |
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2017
Q4 | $2.49M | Buy |
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2017
Q3 | $2.11M | Buy |
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2017
Q2 | $2.01M | Buy |
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2017
Q1 | $1.9M | Buy |
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2016
Q4 | $1.83M | Sell |
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2016
Q3 | $1.43M | Buy |
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2016
Q2 | $1.27M | Buy |
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2016
Q1 | $1.13M | Buy |
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2015
Q4 | $1.2M | Sell |
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2015
Q3 | $1.12M | Sell |
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2015
Q2 | $1.36M | Buy |
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2015
Q1 | $1.19M | Buy |
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2014
Q4 | $1.18M | Buy |
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2014
Q3 | $558K | Buy |
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2014
Q2 | $513K | Buy |
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2014
Q1 | $521K | Sell |
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2013
Q4 | $510K | Sell |
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2013
Q3 | $460K | Buy |
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2013
Q2 | $394K | Buy |
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