Sunflower Bank 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $379K | Sell |
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|
2020
Q2 | $455K | Hold |
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|
2020
Q1 | $436K | Sell |
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|
2019
Q4 | $716K | Sell |
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|
2019
Q3 | $696K | Hold |
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|
2019
Q2 | $661K | Hold |
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|
2019
Q1 | $599K | Hold |
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|
2018
Q4 | $577K | Hold |
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|
2018
Q3 | $667K | Sell |
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|
2018
Q2 | $743K | Sell |
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|
2018
Q1 | $799K | Hold |
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|
2017
Q4 | $776K | Hold |
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|
2017
Q3 | $694K | Sell |
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|
2017
Q2 | $1.4M | Hold |
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|
2017
Q1 | $1.34M | Hold |
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|
2016
Q4 | $1.32M | Sell |
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|
2016
Q3 | $1.05M | Hold |
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|
2016
Q2 | $979K | Buy |
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|
2016
Q1 | $926K | Sell |
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|
2015
Q4 | $1.04M | Sell |
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|
2015
Q3 | $978K | Hold |
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|
2015
Q2 | $1.09M | Sell |
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|
2015
Q1 | $990K | Sell |
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|
2014
Q4 | $1.11M | Sell |
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|
2014
Q3 | $1.08M | Buy |
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|
2014
Q2 | $952K | Buy |
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|
2014
Q1 | $880K | Hold |
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|
2013
Q4 | $848K | Buy |
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|
2013
Q3 | $658K | Buy |
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|
2013
Q2 | $648K | Buy |
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