Regal Wealth Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-268
| Closed | -$41K | – | 158 |
|
|
2021
Q1 | $41K | Hold |
268
| – | – | 0.02% | 105 |
|
|
2020
Q4 | $34K | Sell |
268
-9
| -3% | -$1.14K | 0.02% | 108 |
|
|
2020
Q3 | $27K | Sell |
277
-10
| -3% | -$975 | 0.02% | 112 |
|
|
2020
Q2 | $27K | Buy |
287
+35
| +14% | +$3.29K | 0.02% | 109 |
|
|
2020
Q1 | $23K | Sell |
252
-225
| -47% | -$20.5K | 0.02% | 96 |
|
|
2019
Q4 | $66K | Buy |
477
+225
| +89% | +$31.1K | 0.04% | 72 |
|
|
2019
Q3 | $30K | Hold |
252
| – | – | 0.02% | 95 |
|
|
2019
Q2 | $28K | Hold |
252
| – | – | 0.02% | 98 |
|
|
2019
Q1 | $26K | Hold |
252
| – | – | 0.02% | 92 |
|
|
2018
Q4 | $25K | Hold |
252
| – | – | 0.02% | 89 |
|
|
2018
Q3 | $28K | Hold |
252
| – | – | 0.02% | 90 |
|
|
2018
Q2 | $26K | Sell |
252
-214
| -46% | -$22.1K | 0.03% | 96 |
|
|
2018
Q1 | $51K | Buy |
466
+1
| +0.2% | +$109 | 0.04% | 75 |
|
|
2017
Q4 | $50K | Buy |
465
+1
| +0.2% | +$108 | 0.04% | 74 |
|
|
2017
Q3 | $44K | Buy |
464
+1
| +0.2% | +$95 | 0.03% | 75 |
|
|
2017
Q2 | $42K | Buy |
463
+1
| +0.2% | +$91 | 0.03% | 76 |
|
|
2017
Q1 | $41K | Buy |
462
+1
| +0.2% | +$89 | 0.03% | 75 |
|
|
2016
Q4 | $40K | Buy |
461
+2
| +0.4% | +$174 | 0.03% | 72 |
|
|
2016
Q3 | $31K | Buy |
459
+1
| +0.2% | +$68 | 0.03% | 76 |
|
|
2016
Q2 | $28K | Buy |
458
+2
| +0.4% | +$122 | 0.03% | 79 |
|
|
2016
Q1 | $27K | Buy |
456
+1
| +0.2% | +$59 | 0.03% | 80 |
|
|
2015
Q4 | $30K | Buy |
+455
| New | +$30K | 0.03% | 73 |
|