QP Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $942K | Sell |
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|
2023
Q2 | $1.1M | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $861K | Buy |
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|
2022
Q2 | $708K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.13M | Sell |
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|
2020
Q3 | $880K | Sell |
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|
2020
Q2 | $1.74M | Sell |
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|
2020
Q1 | $1.69M | Buy |
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|
2019
Q4 | $1.69M | Buy |
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