Private Capital 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
2022
Q2
$660K Sell
2022
Q1
$1.4M Sell
2021
Q4
$1.69M Sell
2021
Q3
$1.79M Buy
2021
Q2
$1.69M Buy
2021
Q1
$1.64M Sell
2020
Q4
$2.08M Sell
2020
Q3
$1.65M Sell
2020
Q2
$1.65M Sell
2020
Q1
$1.6M Buy
2019
Q4
$2.42M Sell
2019
Q3
$2.43M Buy
2019
Q2
$1.88M Sell
2019
Q1
$2.14M Buy
2018
Q4
$1.95M Buy
2018
Q3
$2.17M Buy
2018
Q2
$1.98M Buy
2018
Q1
$2.02M Buy
2017
Q4
$1.88K Buy