Roosevelt Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.26M | Sell |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $30.5M | Buy |
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|
2021
Q4 | $34.6M | Buy |
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|
2021
Q3 | $34.7M | Sell |
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|
2021
Q2 | $33.9M | Sell |
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|
2021
Q1 | $33.2M | Buy |
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|
2020
Q4 | $27.3M | Sell |
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|
2020
Q3 | $20.7M | Buy |
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|
2020
Q2 | $18.9M | Sell |
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|
2020
Q1 | $21M | Buy |
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|
2019
Q4 | $28M | Buy |
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|
2019
Q3 | $23.6M | Buy |
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|
2019
Q2 | $22.2M | Buy |
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|
2019
Q1 | $16.5M | Buy |
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|
2018
Q4 | $15M | Buy |
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|
2018
Q3 | $17.2M | Buy |
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|
2018
Q2 | $15.7M | Buy |
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|
2018
Q1 | $13.6M | Buy |
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|
2017
Q4 | $11.8M | Buy |
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|
2017
Q3 | $9.84M | Buy |
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|
2017
Q2 | $1.17M | Sell |
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|
2017
Q1 | $1.17M | Buy |
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|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $746K | Sell |
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|
2016
Q2 | $784K | Sell |
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|
2016
Q1 | $832K | Sell |
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|
2015
Q4 | $949K | Sell |
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|
2015
Q3 | $898K | Buy |
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|
2015
Q2 | $984K | Sell |
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|
2015
Q1 | $896K | Sell |
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|
2014
Q4 | $2.83M | Sell |
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|
2014
Q3 | $3.45M | Buy |
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|
2014
Q2 | $3.07M | Buy |
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|
2014
Q1 | $3.17M | Sell |
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|
2013
Q4 | $3.15M | Buy |
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|
2013
Q3 | $2.16M | Buy |
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|
2013
Q2 | $2.1M | Buy |
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