Sullivan, Bruyette, Speros & Blaney’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 | $5.13M | Sell |
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|
2020
Q4 | $4.41M | Buy |
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|
2020
Q3 | $3.32M | Buy |
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|
2020
Q2 | $2.98M | Sell |
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|
2020
Q1 | $2.97M | Buy |
|
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|
2019
Q4 | $4.32M | Buy |
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|
2019
Q3 | $3.15M | Buy |
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|
2019
Q2 | $2.97M | Buy |
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|
2019
Q1 | $2.6M | Buy |
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|
2018
Q4 | $2.25M | Buy |
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|
2018
Q3 | $2.42M | Buy |
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|
2018
Q2 | $2.21M | Buy |
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|
2018
Q1 | $2.33M | Buy |
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|
2017
Q4 | $2.19M | Buy |
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|
2017
Q3 | $1.96M | Buy |
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|
2017
Q2 | $1.85M | Buy |
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|
2017
Q1 | $1.63M | Buy |
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|
2016
Q4 | $1.56M | Buy |
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|
2016
Q3 | $1.13M | Sell |
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|
2016
Q2 | $1.06M | Buy |
|