Silicon Hills Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $1.13M | Hold |
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|
2022
Q3 | $880K | Hold |
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|
2022
Q2 | $949K | Sell |
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|
2022
Q1 | $1.16M | Hold |
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|
2021
Q4 | $1.35M | Hold |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $1.26M | Hold |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $806K | Hold |
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|
2020
Q2 | $787K | Hold |
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|
2020
Q1 | $754K | Buy |
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|
2019
Q4 | $1.2K | Buy |
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