Point View Wealth Management’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
Q4 | $2.58M | Buy |
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|
2020
Q3 | $1.9M | Buy |
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|
2020
Q2 | $1.82M | Sell |
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|
2020
Q1 | $1.79M | Sell |
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|
2019
Q4 | $2.81M | Sell |
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|
2019
Q3 | $2.46M | Sell |
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|
2019
Q2 | $2.68M | Buy |
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|
2019
Q1 | $2.39M | Sell |
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|
2018
Q4 | $2.31M | Buy |
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|
2018
Q3 | $2.66M | Sell |
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|
2018
Q2 | $2.51M | Sell |
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|
2018
Q1 | $2.66M | Sell |
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|
2017
Q4 | $2.66M | Sell |
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|
2017
Q3 | $2.39M | Buy |
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|
2017
Q2 | $2.28M | Buy |
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|
2017
Q1 | $2.15M | Sell |
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|
2016
Q4 | $2.12M | Sell |
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|
2016
Q3 | $1.7M | Sell |
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|
2016
Q2 | $1.6M | Buy |
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|
2016
Q1 | $1.43M | Buy |
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|
2015
Q4 | $1.36M | Sell |
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|
2015
Q3 | $1.26M | Buy |
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|
2015
Q2 | $1.23M | Buy |
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|
2015
Q1 | $1.07M | Buy |
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|
2014
Q4 | $1.05M | Buy |
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|
2014
Q3 | $1M | Sell |
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|
2014
Q2 | $965K | Buy |
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|
2014
Q1 | $980K | Buy |
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|
2013
Q4 | $912K | Buy |
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