Sugarloaf Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.53M | Sell |
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|
2024
Q3 | $4.61M | Buy |
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|
2024
Q2 | $4.38M | Sell |
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|
2024
Q1 | $4.34M | Buy |
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|
2023
Q4 | $3.6M | Buy |
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|
2023
Q3 | $2.98M | Sell |
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|
2023
Q2 | $3.02M | Buy |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $2.63M | Sell |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | $2.43M | Buy |
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|
2021
Q2 | $2.26M | Buy |
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|
2021
Q1 | $2.04K | Sell |
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|
2020
Q4 | $1.82M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.22M | Buy |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $1.12M | Buy |
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