RGT Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $544K | Sell |
5,201
-284
| -5% | -$29.7K | 0.09% | 37 |
|
|
2022
Q2 | $618K | Buy |
5,485
+46
| +0.8% | +$5.18K | 0.1% | 42 |
|
|
2022
Q1 | $741K | Sell |
5,439
-624
| -10% | -$85K | 0.12% | 46 |
|
|
2021
Q4 | $960K | Buy |
6,063
+564
| +10% | +$89.3K | 0.15% | 40 |
|
|
2021
Q3 | $900K | Sell |
5,499
-250
| -4% | -$40.9K | 0.18% | 17 |
|
|
2021
Q2 | $894K | Sell |
5,749
-155
| -3% | -$24.1K | 0.16% | 16 |
|
|
2021
Q1 | $899K | Sell |
5,904
-1,524
| -21% | -$232K | 0.18% | 14 |
|
|
2020
Q4 | $944K | Buy |
7,428
+1,589
| +27% | +$202K | 0.2% | 12 |
|
|
2020
Q3 | $562K | Sell |
5,839
-148
| -2% | -$14.2K | 0.14% | 14 |
|
|
2020
Q2 | $563K | Sell |
5,987
-240
| -4% | -$22.6K | 0.16% | 15 |
|
|
2020
Q1 | $561K | Buy |
6,227
+519
| +9% | +$46.8K | 0.36% | 14 |
|
|
2019
Q4 | $796K | Buy |
5,708
+528
| +10% | +$73.6K | 2.4% | 16 |
|
|
2019
Q3 | $610K | Buy |
5,180
+342
| +7% | +$40.3K | 1.77% | 15 |
|
|
2019
Q2 | $541K | Buy |
+4,838
| New | +$541K | 1.71% | 15 |
|
|
2018
Q2 | – | Sell |
-4,394
| Closed | -$483K | – | 60 |
|
|
2018
Q1 | $483K | Buy |
4,394
+1,048
| +31% | +$115K | 0.23% | 44 |
|
|
2017
Q4 | $358K | Sell |
3,346
-188
| -5% | -$20.1K | 0.19% | 51 |
|
|
2017
Q3 | $338K | Buy |
3,534
+88
| +3% | +$8.42K | 0.23% | 49 |
|
|
2017
Q2 | $315K | Buy |
3,446
+260
| +8% | +$23.8K | 0.22% | 51 |
|
|
2017
Q1 | $280K | Sell |
3,186
-2,008
| -39% | -$176K | 0.19% | 63 |
|
|
2016
Q4 | $448K | Buy |
5,194
+619
| +14% | +$53.4K | 0.25% | 48 |
|
|
2016
Q3 | $305K | Buy |
+4,575
| New | +$305K | 0.19% | 71 |
|