Strategic Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,722
| Closed | -$262K | – | 129 |
|
|
2021
Q1 | $262K | Sell |
1,722
-137
| -7% | -$20.8K | 0.1% | 116 |
|
|
2020
Q4 | $236K | Buy |
+1,859
| New | +$236K | 0.1% | 110 |
|
|
2020
Q3 | – | Sell |
-2,642
| Closed | -$249K | – | 124 |
|
|
2020
Q2 | $249K | Buy |
2,642
+144
| +6% | +$13.6K | 0.15% | 77 |
|
|
2020
Q1 | $225K | Buy |
2,498
+15
| +0.6% | +$1.35K | 0.17% | 69 |
|
|
2019
Q4 | $346K | Buy |
2,483
+505
| +26% | +$70.4K | 0.22% | 59 |
|
|
2019
Q3 | $233K | Hold |
1,978
| – | – | 0.17% | 69 |
|
|
2019
Q2 | $221K | Sell |
1,978
-103
| -5% | -$11.5K | 0.17% | 76 |
|
|
2019
Q1 | $211K | Buy |
2,081
+6
| +0.3% | +$608 | 0.17% | 75 |
|
|
2018
Q4 | $203K | Buy |
+2,075
| New | +$203K | 0.19% | 75 |
|