Reilly Financial Advisors’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
Q4 | $22.5M | Sell |
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|
2021
Q3 | $24.1M | Buy |
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|
2021
Q2 | $22.1M | Buy |
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|
2021
Q1 | $21M | Buy |
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|
2020
Q4 | $17.5M | Buy |
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|
2020
Q3 | $12.9M | Buy |
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|
2020
Q2 | $8.74M | Buy |
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|
2020
Q1 | $7.59M | Buy |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $841K | Sell |
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|
2019
Q2 | $856K | Buy |
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|
2019
Q1 | $759K | Sell |
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|
2018
Q4 | $758K | Buy |
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|
2018
Q3 | $832K | Buy |
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|
2018
Q2 | $570K | Buy |
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|
2018
Q1 | $546K | Sell |
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|
2017
Q4 | $577K | Buy |
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|
2017
Q3 | $514K | Sell |
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|
2017
Q2 | $497K | Sell |
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|
2017
Q1 | $481K | Buy |
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|
2016
Q4 | $327K | Buy |
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|
2016
Q3 | $163K | Buy |
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|
2016
Q2 | $134K | Buy |
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|
2016
Q1 | $120K | Sell |
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|
2015
Q4 | $152K | Buy |
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|
2015
Q3 | $138K | Buy |
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|
2015
Q2 | $133K | Sell |
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|
2015
Q1 | $120K | Sell |
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|
2014
Q4 | $189K | Hold |
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|
2014
Q3 | $181K | Sell |
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|
2014
Q2 | $209K | Sell |
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|
2014
Q1 | $329K | Buy |
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|
2013
Q4 | $308K | Buy |
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|
2013
Q3 | $243K | Sell |
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|
2013
Q2 | $265K | Buy |
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