Spotlight Asset Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $863K | Buy |
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|
2024
Q1 | $797K | Buy |
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|
2023
Q4 | $440K | Hold |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q3 | $273K | Buy |
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|
2021
Q3 | $448K | Sell |
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|
2021
Q2 | $592K | Sell |
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|
2021
Q1 | $661K | Sell |
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|
2020
Q4 | $631K | Sell |
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|
2020
Q3 | $479K | Buy |
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|
2020
Q2 | $419K | Buy |
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|
2020
Q1 | $391K | Buy |
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|
2019
Q4 | $439K | Buy |
|