TD Ameritrade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $697K | Sell |
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|
2022
Q4 | $920K | Sell |
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|
2022
Q3 | $931K | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.91M | Buy |
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|
2021
Q4 | $2.15M | Buy |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.49M | Hold |
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|
2020
Q4 | $1.49M | Sell |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.35M | Sell |
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|
2019
Q4 | $2.28M | Buy |
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|
2019
Q3 | $1.81M | Buy |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $996K | Buy |
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|
2018
Q4 | $714K | Buy |
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|
2018
Q3 | $435K | Buy |
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|
2018
Q2 | $93K | Buy |
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