Private Wealth Advisors (Pennsylvania)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $790K | Sell |
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|
2020
Q2 | $919K | Buy |
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|
2020
Q1 | $883K | Buy |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $959K | Sell |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $1.14M | Sell |
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|
2018
Q3 | $1.35M | Hold |
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|
2018
Q2 | $1.25M | Buy |
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|
2018
Q1 | $1.3M | Buy |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $1.07M | Hold |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $904K | Buy |
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|
2016
Q4 | $825K | Sell |
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|
2016
Q3 | $647K | Buy |
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|
2016
Q2 | $598K | Buy |
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|
2016
Q1 | $535K | Buy |
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|
2015
Q4 | $581K | Sell |
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|
2015
Q3 | $872K | Buy |
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|
2015
Q2 | $857K | Buy |
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|
2015
Q1 | $743K | Hold |
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|
2014
Q4 | $768K | Buy |
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|
2014
Q3 | $737K | Buy |
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|
2014
Q2 | $697K | Sell |
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|
2014
Q1 | $785K | Sell |
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|
2013
Q4 | $767K | Sell |
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|
2013
Q3 | $728K | Sell |
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|
2013
Q2 | $747K | Buy |
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