Strategic Capital Advisers’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
Q2 | $2.52M | Buy |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $2.97M | Buy |
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|
2021
Q3 | $2.91M | Buy |
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|
2021
Q2 | $2.5M | Buy |
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|
2021
Q1 | $2.44M | Sell |
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|
2020
Q4 | $2.18M | Sell |
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|
2020
Q3 | $1.89M | Sell |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | $591K | Buy |
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|
2019
Q4 | $485K | Buy |
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|
2019
Q3 | $407K | Sell |
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|
2019
Q2 | $392K | Buy |
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|
2019
Q1 | $353K | Buy |
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|
2018
Q4 | $257K | Buy |
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|
2018
Q3 | $296K | Hold |
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|
2018
Q2 | $307K | Buy |
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|
2018
Q1 | $277K | Hold |
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|
2017
Q4 | $277K | Buy |
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