Truvvo Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $564K | Hold |
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|
2018
Q2 | $521K | Sell |
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|
2018
Q1 | $1.36M | Sell |
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|
2017
Q4 | $1.87M | Hold |
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|
2017
Q3 | $1.67M | Hold |
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|
2017
Q2 | $1.6M | Sell |
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|
2017
Q1 | $2.35M | Buy |
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|
2016
Q4 | $2.29K | Hold |
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|
2016
Q3 | $1.77M | Sell |
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|
2016
Q2 | $3.3M | Buy |
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|
2016
Q1 | $2.36M | Buy |
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|
2015
Q4 | $2.13M | Buy |
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