Princeton Portfolio Strategies Group’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 | $9.2M | Sell |
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|
2021
Q1 | $10.4M | Sell |
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|
2020
Q4 | $10M | Buy |
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|
2020
Q3 | $6.49M | Sell |
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|
2020
Q2 | $6.44M | Buy |
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|
2020
Q1 | $6.08M | Buy |
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|
2019
Q4 | $9.39M | Sell |
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|
2019
Q3 | $7.94M | Sell |
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|
2019
Q2 | $7.59M | Buy |
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|
2019
Q1 | $6.41M | Buy |
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|
2018
Q4 | $5.99M | Sell |
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|
2018
Q3 | $8.34M | Buy |
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|
2018
Q2 | $4.87M | Sell |
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|
2018
Q1 | $5.45M | Sell |
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|
2017
Q4 | $7M | Buy |
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|
2017
Q3 | $4.5M | Buy |
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|
2017
Q2 | $4.05M | Buy |
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|
2017
Q1 | $3.88M | Sell |
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|
2016
Q4 | $3.81M | Buy |
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|
2016
Q3 | $2.94M | Sell |
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|
2016
Q2 | $2.77M | Buy |
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|
2016
Q1 | $2.57M | Sell |
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|
2015
Q4 | $3.34M | Buy |
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|
2015
Q3 | $2.76M | Buy |
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|
2015
Q2 | $2.77M | Buy |
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|
2015
Q1 | $2.13M | Sell |
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|
2014
Q4 | $2.53M | Sell |
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|
2014
Q3 | $2.46M | Sell |
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|
2014
Q2 | $2.38M | Buy |
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|
2014
Q1 | $2.09M | Sell |
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|
2013
Q4 | $2.28M | Sell |
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|
2013
Q3 | $2.31M | Buy |
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|
2013
Q2 | $970K | Buy |
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