Secrest Blakey & Associates’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
Q3 | $326K | Buy |
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|
2020
Q2 | $279K | Buy |
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|
2020
Q1 | $254K | Buy |
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|
2019
Q4 | $350K | Sell |
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|
2019
Q3 | $716K | Buy |
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|
2019
Q2 | $672K | Buy |
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|
2019
Q1 | $585K | Sell |
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|
2018
Q4 | $782K | Sell |
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|
2018
Q3 | $927K | Buy |
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|
2018
Q2 | $818K | Buy |
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|
2018
Q1 | $409K | Buy |
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|
2017
Q4 | $373K | Buy |
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