PVWM
Point View Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.58M | Buy |
20,338
+559
| +3% | +$71K | 1.05% | 15 |
|
|
2020
Q3 | $1.9M | Buy |
19,779
+409
| +2% | +$39.4K | 0.9% | 27 |
|
|
2020
Q2 | $1.82M | Sell |
19,370
-559
| -3% | -$52.6K | 0.87% | 26 |
|
|
2020
Q1 | $1.79M | Sell |
19,929
-207
| -1% | -$18.6K | 0.98% | 22 |
|
|
2019
Q4 | $2.81M | Sell |
20,136
-746
| -4% | -$104K | 1.16% | 12 |
|
|
2019
Q3 | $2.46M | Sell |
20,882
-3,058
| -13% | -$360K | 1.11% | 13 |
|
|
2019
Q2 | $2.68M | Buy |
23,940
+311
| +1% | +$34.8K | 1.14% | 13 |
|
|
2019
Q1 | $2.39M | Sell |
23,629
-13
| -0.1% | -$1.32K | 1.06% | 16 |
|
|
2018
Q4 | $2.31M | Buy |
23,642
+99
| +0.4% | +$9.67K | 1.16% | 12 |
|
|
2018
Q3 | $2.66M | Sell |
23,543
-563
| -2% | -$63.5K | 1.18% | 11 |
|
|
2018
Q2 | $2.51M | Sell |
24,106
-49
| -0.2% | -$5.11K | 1.17% | 12 |
|
|
2018
Q1 | $2.66M | Sell |
24,155
-707
| -3% | -$77.7K | 1.27% | 12 |
|
|
2017
Q4 | $2.66M | Sell |
24,862
-180
| -0.7% | -$19.3K | 1.26% | 12 |
|
|
2017
Q3 | $2.39M | Buy |
25,042
+70
| +0.3% | +$6.69K | 1.15% | 14 |
|
|
2017
Q2 | $2.28M | Buy |
24,972
+440
| +2% | +$40.2K | 1.12% | 16 |
|
|
2017
Q1 | $2.16M | Sell |
24,532
-9
| -0% | -$791 | 1.11% | 16 |
|
|
2016
Q4 | $2.12M | Sell |
24,541
-1,027
| -4% | -$88.6K | 1.22% | 13 |
|
|
2016
Q3 | $1.7M | Sell |
25,568
-225
| -0.9% | -$15K | 1.01% | 20 |
|
|
2016
Q2 | $1.6M | Buy |
25,793
+1,665
| +7% | +$103K | 0.97% | 22 |
|
|
2016
Q1 | $1.43M | Buy |
24,128
+3,495
| +17% | +$207K | 0.92% | 25 |
|
|
2015
Q4 | $1.36M | Sell |
20,633
-9
| -0% | -$594 | 0.98% | 25 |
|
|
2015
Q3 | $1.26M | Buy |
20,642
+2,466
| +14% | +$150K | 1.01% | 26 |
|
|
2015
Q2 | $1.23M | Buy |
18,176
+473
| +3% | +$32.1K | 0.96% | 27 |
|
|
2015
Q1 | $1.07M | Buy |
17,703
+941
| +6% | +$57K | 0.83% | 38 |
|
|
2014
Q4 | $1.05M | Buy |
16,762
+111
| +0.7% | +$6.95K | 0.78% | 37 |
|
|
2014
Q3 | $1M | Sell |
16,651
-101
| -0.6% | -$6.08K | 0.85% | 33 |
|
|
2014
Q2 | $965K | Buy |
16,752
+615
| +4% | +$35.4K | 0.84% | 33 |
|
|
2014
Q1 | $980K | Buy |
16,137
+538
| +3% | +$32.7K | 0.89% | 34 |
|
|
2013
Q4 | $912K | Buy |
+15,599
| New | +$912K | 0.87% | 34 |
|