Surevest’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $968K | Sell |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.95M | Sell |
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|
2021
Q4 | $6.08M | Sell |
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|
2021
Q3 | $6.41M | Buy |
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|
2021
Q2 | $6.01M | Buy |
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|
2021
Q1 | $5.18M | Sell |
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|
2020
Q4 | $5.37M | Buy |
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|
2020
Q3 | $3.57M | Buy |
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|
2020
Q2 | $2.69M | Buy |
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|
2020
Q1 | $2.12M | Buy |
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|
2019
Q4 | $350K | Sell |
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|
2019
Q3 | $305K | Buy |
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|
2019
Q2 | $271K | Sell |
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|
2019
Q1 | $289K | Sell |
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|
2018
Q4 | $305K | Buy |
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