Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $31.4K | Buy |
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|
2023
Q4 | $8.16K | Buy |
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|
2023
Q3 | $4.79K | Sell |
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|
2023
Q2 | $9.89K | Hold |
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|
2023
Q1 | $9K | Buy |
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|
2022
Q4 | $3K | Sell |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $23K | Buy |
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|
2021
Q4 | $24K | Hold |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $23K | Sell |
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|
2020
Q4 | $29K | Sell |
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|
2020
Q3 | $26K | Sell |
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|
2020
Q2 | $28K | Buy |
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|
2019
Q4 | $28K | Buy |
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