Shine Investment Advisory Services’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 | $368K | Sell |
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|
2020
Q2 | $361K | Sell |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $478K | Hold |
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|
2019
Q3 | $404K | Sell |
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|
2019
Q2 | $392K | Sell |
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|
2019
Q1 | $366K | Buy |
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|
2018
Q4 | $318K | Sell |
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|
2018
Q3 | $424K | Buy |
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|
2018
Q2 | $391K | Buy |
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|
2018
Q1 | $388K | Buy |
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|
2017
Q4 | $372K | Buy |
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|
2017
Q3 | $321K | Sell |
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|
2017
Q2 | $336K | Buy |
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|
2017
Q1 | $233K | Buy |
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