Simplicity Solutions’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
Q4 | $16.4M | Buy |
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|
2023
Q3 | $13.6M | Sell |
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|
2023
Q2 | $14.9M | Buy |
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|
2023
Q1 | $12.9M | Buy |
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|
2022
Q4 | $4.99M | Buy |
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|
2022
Q3 | $3.52M | Buy |
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|
2022
Q2 | $3.33M | Buy |
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|
2022
Q1 | $3.01M | Sell |
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|
2021
Q4 | $7.9M | Buy |
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|
2021
Q3 | $4.16M | Buy |
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|
2021
Q2 | $2.93M | Buy |
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|
2021
Q1 | $2.49M | Sell |
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|
2020
Q4 | $13.4M | Buy |
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|
2020
Q3 | $9.67M | Buy |
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|
2020
Q2 | $8.27M | Buy |
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|
2020
Q1 | $5.52M | Buy |
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|
2019
Q4 | $7.12M | Buy |
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|
2019
Q3 | $5.27M | Buy |
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|
2019
Q2 | $3.77M | Sell |
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|
2019
Q1 | $6.12M | Buy |
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|
2018
Q4 | $5.06M | Buy |
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|
2018
Q3 | $1.77M | Buy |
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|
2018
Q2 | $1.38M | Buy |
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|
2018
Q1 | $407K | Sell |
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|
2017
Q4 | $695K | Buy |
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|
2017
Q3 | $277K | Sell |
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|
2017
Q2 | $481K | Buy |
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|
2017
Q1 | $384K | Buy |
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|
2016
Q4 | $333K | Buy |
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|
2016
Q3 | $248K | Sell |
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|
2016
Q2 | $244K | Buy |
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|
2016
Q1 | $216K | Sell |
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|
2015
Q4 | $2.46M | Buy |
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|
2015
Q3 | $223K | Sell |
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|
2015
Q2 | $393K | Buy |
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