Platte River Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.68M | Buy |
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|
2024
Q2 | $4.31M | Sell |
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|
2024
Q1 | $4.39M | Buy |
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|
2023
Q4 | $3.62M | Buy |
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|
2023
Q3 | $2.9M | Buy |
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|
2023
Q2 | $2.9M | Sell |
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|
2023
Q1 | $2.67M | Buy |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $2.25M | Buy |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $1.9M | Sell |
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|
2021
Q4 | $3.85M | Buy |
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|
2021
Q3 | $3.71M | Buy |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $884K | Sell |
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|
2020
Q2 | $2.06M | Buy |
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|
2019
Q4 | $2.21M | Buy |
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