R.H. Bluestein & Co’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
Q3 | $431K | Sell |
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|
2022
Q2 | $548K | Sell |
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|
2022
Q1 | $665K | Sell |
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|
2021
Q4 | $773K | Buy |
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|
2021
Q3 | $635K | Hold |
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|
2021
Q2 | $603K | Sell |
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|
2021
Q1 | $895K | Buy |
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|
2020
Q4 | $518K | Sell |
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|
2020
Q3 | $16.2M | Buy |
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|
2020
Q2 | $15.7M | Buy |
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|
2020
Q1 | $13.8M | Sell |
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|
2019
Q4 | $49M | Buy |
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|
2019
Q3 | $38.5M | Buy |
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|
2019
Q2 | $26.8M | Buy |
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|
2019
Q1 | $24.1M | Buy |
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|
2018
Q4 | $11.4M | Buy |
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|
2018
Q3 | $361K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $211K | Buy |
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