Tiedemann Advisors’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 | $4.56M | Buy |
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|
2023
Q2 | $3.41M | Buy |
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|
2023
Q1 | $3.02M | Buy |
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|
2022
Q4 | $3M | Hold |
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|
2022
Q3 | $2.34M | Sell |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $3.6M | Buy |
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|
2021
Q4 | $4.12M | Sell |
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|
2021
Q3 | $4.26M | Sell |
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|
2021
Q2 | $4.94M | Sell |
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|
2021
Q1 | $4.88M | Sell |
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|
2020
Q4 | $4.36M | Sell |
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|
2020
Q3 | $3.77M | Buy |
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|
2020
Q2 | $3.67M | Sell |
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|
2020
Q1 | $3.63M | Sell |
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|
2019
Q4 | $6.04M | Sell |
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|
2019
Q3 | $6.67M | Buy |
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|
2019
Q2 | $2.49M | Sell |
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|
2019
Q1 | $8.43M | Sell |
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|
2018
Q4 | $8.23M | Buy |
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|
2018
Q3 | $3.86M | Buy |
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|
2018
Q2 | $3.53M | Buy |
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|
2018
Q1 | $2.83M | Buy |
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|
2017
Q4 | $1.45M | Sell |
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|
2017
Q3 | $2.31M | Sell |
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|
2017
Q2 | $6.48M | Buy |
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|
2017
Q1 | $5.19M | Buy |
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|
2016
Q4 | $3.31M | Buy |
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|
2016
Q3 | $1.42M | Buy |
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