Strategic Wealth Management 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
2021
Q2
Sell
2021
Q1
$262K Sell
2020
Q4
$236K Buy
2020
Q3
Sell
2020
Q2
$249K Buy
2020
Q1
$225K Buy
2019
Q4
$346K Buy
2019
Q3
$233K Hold
2019
Q2
$221K Sell
2019
Q1
$211K Buy
2018
Q4
$203K Buy