PFS Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $60.7M | Buy |
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|
2023
Q1 | $50.5M | Buy |
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|
2022
Q4 | $47.6M | Buy |
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|
2022
Q3 | $30.4K | Buy |
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|
2022
Q2 | $29.2M | Buy |
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|
2022
Q1 | $29.6M | Buy |
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|
2021
Q4 | $34.1M | Buy |
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|
2021
Q3 | $32.6M | Buy |
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|
2021
Q2 | $27.6M | Buy |
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|
2021
Q1 | $21.3M | Sell |
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|
2020
Q4 | $19.7M | Buy |
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|
2020
Q3 | $9.92M | Buy |
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|
2020
Q2 | $8.27M | Buy |
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|
2020
Q1 | $6.3M | Buy |
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|
2019
Q4 | $7.17M | Buy |
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|
2019
Q3 | $4.43M | Buy |
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|
2019
Q2 | $2.14M | Buy |
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|
2019
Q1 | $840K | Buy |
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