TrueWealth LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.4M | Buy |
14,928
+96
| +0.6% | +$9.03K | 0.59% | 32 |
|
|
2020
Q1 | $1.34M | Sell |
14,832
-234
| -2% | -$21.1K | 0.65% | 27 |
|
|
2019
Q4 | $2.1M | Buy |
15,066
+22
| +0.1% | +$3.07K | 0.85% | 19 |
|
|
2019
Q3 | $1.77M | Buy |
15,044
+3
| +0% | +$353 | 0.76% | 25 |
|
|
2019
Q2 | $1.68M | Sell |
15,041
-14
| -0.1% | -$1.57K | 0.75% | 24 |
|
|
2019
Q1 | $1.52M | Buy |
15,055
+840
| +6% | +$85K | 0.71% | 24 |
|
|
2018
Q4 | $1.39M | Buy |
14,215
+108
| +0.8% | +$10.5K | 0.7% | 24 |
|
|
2018
Q3 | $1.59M | Buy |
14,107
+74
| +0.5% | +$8.35K | 0.73% | 19 |
|
|
2018
Q2 | $1.46M | Buy |
14,033
+967
| +7% | +$101K | 0.7% | 20 |
|
|
2018
Q1 | $1.44M | Sell |
13,066
-442
| -3% | -$48.6K | 0.72% | 20 |
|
|
2017
Q4 | $1.44M | Buy |
+13,508
| New | +$1.44M | 0.68% | 22 |
|