Professional Planning’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
Q3 | $2.11M | Sell |
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|
2021
Q2 | $2.5M | Buy |
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|
2021
Q1 | $2.31M | Sell |
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|
2020
Q4 | $2.13M | Sell |
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|
2020
Q3 | $1.72M | Buy |
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|
2020
Q2 | $1.67M | Sell |
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|
2020
Q1 | $2.47M | Sell |
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|
2019
Q4 | $4.19M | Sell |
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|
2019
Q3 | $3.6M | Sell |
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|
2019
Q2 | $3.51M | Sell |
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|
2019
Q1 | $3.29M | Buy |
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|
2018
Q4 | $3.13M | Buy |
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|
2018
Q3 | $3.6M | Buy |
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|
2018
Q2 | $3.1M | Buy |
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|
2018
Q1 | $2.79M | Buy |
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|
2017
Q4 | $2.51M | Buy |
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