Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $144M | Buy |
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|
2022
Q3 | $103M | Sell |
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|
2022
Q2 | $113M | Buy |
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|
2022
Q1 | $130M | Buy |
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|
2021
Q4 | $146M | Buy |
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|
2021
Q3 | $147M | Buy |
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|
2021
Q2 | $135M | Buy |
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|
2021
Q1 | $127M | Buy |
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|
2020
Q4 | $99M | Buy |
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|
2020
Q3 | $68.1M | Buy |
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|
2020
Q2 | $57.5M | Buy |
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|
2020
Q1 | $51.8M | Buy |
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|
2019
Q4 | $80M | Buy |
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|
2019
Q3 | $64.6M | Buy |
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|
2019
Q2 | $57.9M | Buy |
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|
2019
Q1 | $48.2M | Buy |
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|
2018
Q4 | $32.6M | Buy |
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|
2018
Q3 | $36.5M | Buy |
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|
2018
Q2 | $31.8M | Buy |
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|
2018
Q1 | $29.9M | Buy |
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|
2017
Q4 | $6.74M | Buy |
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|
2017
Q3 | $5.96M | Sell |
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|
2017
Q2 | $6.39M | Sell |
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|
2017
Q1 | $6.37M | Buy |
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|
2016
Q4 | $6M | Buy |
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|
2016
Q3 | $3.96M | Buy |
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|
2016
Q2 | $3.1M | Buy |
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|
2016
Q1 | $2.35M | Buy |
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|
2015
Q4 | $2.1M | Buy |
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|
2015
Q3 | $1.51M | Buy |
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|
2015
Q2 | $1.5M | Buy |
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|
2015
Q1 | $1.07M | Buy |
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|
2014
Q4 | $765K | Buy |
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|
2014
Q3 | $421K | Buy |
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