Price Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $899K | Buy |
9,336
+2,397
| +35% | +$231K | 0.25% | 32 |
|
|
2020
Q2 | $653K | Sell |
6,939
-327
| -5% | -$30.8K | 0.19% | 45 |
|
|
2020
Q1 | $654K | Sell |
7,266
-1,905
| -21% | -$171K | 0.24% | 40 |
|
|
2019
Q4 | $1.28M | Buy |
9,171
+96
| +1% | +$13.4K | 0.4% | 25 |
|
|
2019
Q3 | $1.07M | Buy |
9,075
+735
| +9% | +$86.5K | 0.35% | 26 |
|
|
2019
Q2 | $932K | Buy |
8,340
+110
| +1% | +$12.3K | 0.3% | 25 |
|
|
2019
Q1 | $833K | Hold |
8,230
| – | – | 0.32% | 29 |
|
|
2018
Q4 | $803K | Hold |
8,230
| – | – | 0.34% | 26 |
|
|
2018
Q3 | $929K | Sell |
8,230
-1,406
| -15% | -$159K | 0.35% | 26 |
|
|
2018
Q2 | $1M | Buy |
9,636
+556
| +6% | +$57.9K | 0.38% | 27 |
|
|
2018
Q1 | $999K | Buy |
9,080
+7,920
| +683% | +$871K | 0.6% | 23 |
|
|
2017
Q4 | $124K | Buy |
+1,160
| New | +$124K | 0.08% | 31 |
|