Rowland Carmichael 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
2020
Q4
$600K Sell
2020
Q3
$484K Buy
2020
Q2
$437K Sell
2020
Q1
$638K Sell
2019
Q4
$1.16M Buy
2019
Q3
$949K Buy
2019
Q2
$882K Buy
2019
Q1
$767K Buy
2018
Q4
$380K Buy