Security National Trust’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
Q3 | $6.73M | Hold |
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|
2021
Q2 | $6.73M | Sell |
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|
2021
Q1 | $6.75M | Sell |
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|
2020
Q4 | $5.79M | Sell |
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|
2020
Q3 | $4.41M | Buy |
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|
2020
Q2 | $4.28M | Buy |
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|
2020
Q1 | $4.08M | Sell |
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|
2019
Q4 | $6.4M | Sell |
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|
2019
Q3 | $5.47M | Sell |
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|
2019
Q2 | $5.24M | Sell |
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|
2019
Q1 | $4.83M | Buy |
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|
2018
Q4 | $4.46M | Sell |
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|
2018
Q3 | $5.5M | Sell |
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|
2018
Q2 | $5.18M | Sell |
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|
2018
Q1 | $5.65M | Sell |
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|
2017
Q4 | $5.86M | Sell |
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|
2017
Q3 | $5.55M | Sell |
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|
2017
Q2 | $5.43M | Sell |
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|
2017
Q1 | $5.66M | Sell |
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|
2016
Q4 | $5.72M | Sell |
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|
2016
Q3 | $8.34M | Sell |
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|
2016
Q2 | $7.83M | Sell |
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|
2016
Q1 | $11M | Buy |
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|
2015
Q4 | $4.57M | Sell |
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|
2015
Q3 | $4.38M | Sell |
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|
2015
Q2 | $4.95M | Sell |
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|
2015
Q1 | $4.48M | Sell |
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|
2014
Q4 | $4.95M | Buy |
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|
2014
Q3 | $4.07M | Sell |
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|
2014
Q2 | $4.67M | Sell |
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|
2014
Q1 | $5M | Buy |
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|
2013
Q4 | $4.74M | Buy |
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|
2013
Q3 | $4.17M | Sell |
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|
2013
Q2 | $4.28M | Buy |
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