Pratt Collard Advisory Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$1.04M Sell
2021
Q1
$1.02M Hold
2020
Q4
$851K Sell
2020
Q3
$654K Sell
2020
Q2
$648K Hold
2020
Q1
$620K Buy
2019
Q4
$953K Buy
2019
Q3
$793K Hold
2019
Q2
$754K Buy
2019
Q1
$679K Hold
2018
Q4
$654K Hold
2018
Q3
$756K Hold
2018
Q2
$698K Buy
2018
Q1
$735K Hold
2017
Q4
$714K Buy