SWM
SVA Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $12.6M | Sell |
99,404
-2,256
| -2% | -$287K | 1.1% | 13 |
|
|
2020
Q3 | $9.79M | Sell |
101,660
-536
| -0.5% | -$51.6K | 0.97% | 19 |
|
|
2020
Q2 | $9.61M | Buy |
102,196
+1,898
| +2% | +$179K | 1.03% | 18 |
|
|
2020
Q1 | $9.03M | Sell |
100,298
-993
| -1% | -$89.4K | 1.04% | 14 |
|
|
2019
Q4 | $14.1M | Sell |
101,291
-1,777
| -2% | -$248K | 1.29% | 11 |
|
|
2019
Q3 | $12.1M | Sell |
103,068
-424
| -0.4% | -$49.9K | 1.19% | 11 |
|
|
2019
Q2 | $11.6M | Sell |
103,492
-13,906
| -12% | -$1.55M | 1.14% | 13 |
|
|
2019
Q1 | $11.9M | Buy |
117,398
+3,172
| +3% | +$321K | 1.15% | 12 |
|
|
2018
Q4 | $11.2M | Buy |
114,226
+4,502
| +4% | +$439K | 1.25% | 13 |
|
|
2018
Q3 | $12.4M | Buy |
109,724
+1,506
| +1% | +$170K | 1.26% | 13 |
|
|
2018
Q2 | $11.3M | Sell |
108,218
-2,905
| -3% | -$303K | 1.22% | 13 |
|
|
2018
Q1 | $10.6M | Buy |
111,123
+1,354
| +1% | +$129K | 1.31% | 13 |
|
|
2017
Q4 | $11.7M | Sell |
109,769
-1,354
| -1% | -$145K | 1.38% | 11 |
|
|
2017
Q3 | $10.6M | Buy |
111,123
+795
| +0.7% | +$75.9K | 1.31% | 13 |
|
|
2017
Q2 | $10.1M | Buy |
110,328
+3,980
| +4% | +$364K | 1.31% | 11 |
|
|
2017
Q1 | $9.34M | Sell |
106,348
-3,973
| -4% | -$349K | 1.27% | 13 |
|
|
2016
Q4 | $9.52M | Sell |
110,321
-3,056
| -3% | -$264K | 1.42% | 12 |
|
|
2016
Q3 | $7.55M | Buy |
113,377
+1,283
| +1% | +$85.4K | 1.18% | 20 |
|
|
2016
Q2 | $6.97M | Buy |
112,094
+535
| +0.5% | +$33.2K | 1.13% | 23 |
|
|
2016
Q1 | $6.61M | Buy |
111,559
+514
| +0.5% | +$30.4K | 1.09% | 23 |
|
|
2015
Q4 | $7.33M | Buy |
111,045
+9,999
| +10% | +$660K | 1.27% | 20 |
|
|
2015
Q3 | $6.16M | Sell |
101,046
-43
| -0% | -$2.62K | 1.15% | 21 |
|
|
2015
Q2 | $6.85M | Buy |
101,089
+1,432
| +1% | +$97K | 1.26% | 18 |
|
|
2015
Q1 | $6.04M | Buy |
99,657
+67,403
| +209% | +$4.08M | 1.1% | 25 |
|
|
2014
Q4 | $2.02M | Buy |
32,254
+1,240
| +4% | +$77.6K | 0.73% | 32 |
|
|
2014
Q3 | $1.87M | Buy |
31,014
+1,383
| +5% | +$83.3K | 0.8% | 32 |
|
|
2014
Q2 | $1.71M | Buy |
29,631
+2,200
| +8% | +$127K | 0.73% | 34 |
|
|
2014
Q1 | $1.67M | Buy |
27,431
+5,430
| +25% | +$330K | 0.79% | 30 |
|
|
2013
Q4 | $1.29M | Buy |
+22,001
| New | +$1.29M | 0.77% | 32 |
|