Torch 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.8M | Sell |
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|
2019
Q3 | $3.31M | Sell |
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|
2019
Q2 | $3.19M | Sell |
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|
2019
Q1 | $2.89M | Buy |
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|
2018
Q4 | $2.72M | Buy |
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|
2018
Q3 | $3.13M | Buy |
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|
2018
Q2 | $2.85M | Buy |
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|
2018
Q1 | $2.96M | Sell |
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|
2017
Q4 | $3.85M | Buy |
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|
2017
Q3 | $3.39M | Sell |
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|
2017
Q2 | $3.25M | Sell |
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|
2017
Q1 | $3.22M | Sell |
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|
2016
Q4 | $3.4M | Sell |
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|
2016
Q3 | $2.8M | Sell |
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|
2016
Q2 | $2.67M | Buy |
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|
2016
Q1 | $2.48M | Sell |
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|
2015
Q4 | $2.77M | Buy |
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|
2015
Q3 | $2.56M | Sell |
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|
2015
Q2 | $2.88M | Buy |
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|
2015
Q1 | $2.44M | Buy |
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|
2014
Q4 | $2.5M | Buy |
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|
2014
Q3 | $2.3M | Sell |
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|
2014
Q2 | $2.32M | Buy |
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|
2014
Q1 | $2.43M | Buy |
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|
2013
Q4 | $2.21M | Buy |
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