Rikoon 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
2021
Q1
$1.42M Buy
2020
Q4
$1.16M Sell
2020
Q3
$943K Sell
2020
Q2
$950K Sell
2020
Q1
$911K Sell
2019
Q4
$1.45M Sell
2019
Q3
$1.23M Buy
2019
Q2
$1.17M Sell
2019
Q1
$1.09M Buy
2018
Q4
$534K Sell
2018
Q3
$630K Buy
2018
Q2
$582K Buy
2018
Q1
$552K Buy
2017
Q4
$431K Sell
2017
Q3
$512K Buy
2017
Q2
$373K Sell
2017
Q1
$369K Buy
2016
Q4
$329K Buy
2016
Q3
$212K Buy