TrueWealth LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $1.33M | Sell |
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|
2019
Q4 | $2.1M | Buy |
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|
2019
Q3 | $1.77M | Buy |
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|
2019
Q2 | $1.68M | Sell |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $1.39M | Buy |
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|
2018
Q3 | $1.59M | Buy |
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|
2018
Q2 | $1.46M | Buy |
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|
2018
Q1 | $1.44M | Sell |
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|
2017
Q4 | $1.44M | Buy |
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