SMFS
Squar Milner Financial Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,450
| Closed | -$1.17M | – | 100 |
|
|
2020
Q2 | $1.17M | Buy |
12,450
+3,182
| +34% | +$299K | 0.67% | 32 |
|
|
2020
Q1 | $834K | Sell |
9,268
-1,168
| -11% | -$105K | 0.5% | 31 |
|
|
2019
Q4 | $1.45M | Sell |
10,436
-2,124
| -17% | -$296K | 0.73% | 20 |
|
|
2019
Q3 | $1.21M | Buy |
12,560
+3,608
| +40% | +$347K | 0.62% | 40 |
|
|
2019
Q2 | $1M | Buy |
8,952
+1,504
| +20% | +$168K | 0.67% | 25 |
|
|
2019
Q1 | $753K | Buy |
7,448
+247
| +3% | +$25K | 0.56% | 31 |
|
|
2018
Q4 | $703K | Buy |
7,201
+601
| +9% | +$58.7K | 0.68% | 24 |
|
|
2018
Q3 | $745K | Sell |
6,600
-2,073
| -24% | -$234K | 0.67% | 27 |
|
|
2018
Q2 | $904K | Hold |
8,673
| – | – | 0.8% | 21 |
|
|
2018
Q1 | $954K | Buy |
8,673
+95
| +1% | +$10.5K | 1.2% | 17 |
|
|
2017
Q4 | $997K | Buy |
+8,578
| New | +$997K | 1.21% | 17 |
|