Spearhead Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $877K | Sell |
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|
2022
Q2 | $7.5M | Buy |
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|
2022
Q1 | $8.77M | Buy |
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|
2021
Q4 | $9.71M | Buy |
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|
2021
Q3 | $9.83M | Buy |
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|
2021
Q2 | $8.9M | Buy |
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|
2021
Q1 | $8.64M | Sell |
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|
2020
Q4 | $7.3M | Buy |
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|
2020
Q3 | $5.03M | Buy |
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|
2020
Q2 | $4.79M | Buy |
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|
2020
Q1 | $4.29M | Buy |
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|
2019
Q4 | $5.47M | Buy |
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|
2019
Q3 | $4.48M | Buy |
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|
2019
Q2 | $4.16M | Buy |
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|
2019
Q1 | $3.5M | Buy |
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|
2018
Q4 | $2.82M | Sell |
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|
2018
Q3 | $3.47M | Buy |
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|
2018
Q2 | $3.12M | Buy |
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|
2018
Q1 | $3.26M | Buy |
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|
2017
Q4 | $2.73M | Buy |
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