Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.41M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $996K | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $961K | Buy |
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|
2020
Q3 | $668K | Buy |
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|
2020
Q2 | $618K | Buy |
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|
2020
Q1 | $553K | Buy |
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|
2019
Q4 | $851K | Sell |
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|
2019
Q3 | $724K | Sell |
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|
2019
Q2 | $710K | Sell |
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|
2019
Q1 | $650K | Hold |
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|
2018
Q4 | $626K | Buy |
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