Stewardship Financial 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
2021
Q1
$611K Sell
2020
Q4
$636K Buy
2020
Q3
$406K Sell
2020
Q2
$562K Buy
2020
Q1
$453K Sell
2019
Q4
$867K Buy
2019
Q3
$611K Sell
2019
Q2
$581K Buy
2016
Q4
Sell
2016
Q3
$203K Buy