Taylor Hoffman 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
Q2 | $1.01M | Buy |
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|
2024
Q1 | $928K | Sell |
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|
2023
Q4 | $843K | Hold |
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|
2023
Q3 | $718K | Hold |
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|
2023
Q2 | $721K | Hold |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $650K | Sell |
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|
2022
Q3 | $863K | Sell |
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|
2022
Q2 | $953K | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.37M | Sell |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $895K | Sell |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $863K | Sell |
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|
2019
Q4 | $1.54M | Buy |
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|
2019
Q3 | $1.3M | Buy |
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|
2019
Q2 | $1.07M | Sell |
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $703K | Buy |
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|
2018
Q2 | $649K | Buy |
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|
2018
Q1 | $684K | Buy |
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|
2017
Q4 | $519K | Buy |
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