Reilly Herbert Faulkner III’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
Q1 | $327K | Hold |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $207K | Hold |
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|
2020
Q2 | $202K | Sell |
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|
2020
Q1 | $202K | Hold |
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|
2019
Q4 | $313K | Buy |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $240K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $202K | Buy |
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