RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $618K | Buy |
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|
2022
Q1 | $741K | Sell |
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|
2021
Q4 | $960K | Buy |
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|
2021
Q3 | $900K | Sell |
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|
2021
Q2 | $894K | Sell |
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|
2021
Q1 | $899K | Sell |
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|
2020
Q4 | $944K | Buy |
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|
2020
Q3 | $562K | Sell |
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|
2020
Q2 | $563K | Sell |
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|
2020
Q1 | $561K | Buy |
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|
2019
Q4 | $796K | Buy |
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|
2019
Q3 | $610K | Buy |
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|
2019
Q2 | $541K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $483K | Buy |
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|
2017
Q4 | $358K | Sell |
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|
2017
Q3 | $338K | Buy |
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|
2017
Q2 | $315K | Buy |
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|
2017
Q1 | $280K | Sell |
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|
2016
Q4 | $448K | Buy |
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|
2016
Q3 | $305K | Buy |
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