Resource Planning Group’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
Q4 | $324K | Hold |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $293K | Sell |
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|
2022
Q4 | $409K | Hold |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $444K | Buy |
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|
2021
Q4 | $515K | Sell |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $851K | Buy |
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|
2020
Q4 | $710K | Sell |
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|
2020
Q3 | $574K | Buy |
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|
2020
Q2 | $537K | Buy |
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|
2020
Q1 | $514K | Buy |
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|
2019
Q4 | $793K | Buy |
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|
2019
Q3 | $665K | Buy |
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|
2019
Q2 | $631K | Buy |
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|
2019
Q1 | $470K | Buy |
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|
2018
Q4 | $453K | Hold |
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|
2018
Q3 | $524K | Buy |
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