UBP Investment Advisors’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
Q3 | $1.35M | Sell |
|
|||||
|
2022
Q2 | $2.44M | Sell |
|
|||||
|
2022
Q1 | $3.14M | Buy |
|
|||||
|
2021
Q4 | $3.63M | Buy |
|
|||||
|
2021
Q3 | $3.33M | Buy |
|
|||||
|
2021
Q2 | $3.09M | Buy |
|
|||||
|
2021
Q1 | $1.93M | Buy |
|
|||||
|
2020
Q4 | $1.5M | Buy |
|
|||||
|
2020
Q3 | $1.05M | Sell |
|
|||||
|
2020
Q2 | $1.04M | Buy |
|
|||||
|
2020
Q1 | $952K | Sell |
|
|||||
|
2019
Q4 | $1.63M | Sell |
|
|||||
|
2019
Q3 | $1.44M | Buy |
|
|||||
|
2019
Q2 | $1.07M | Buy |
|
|||||
|
2019
Q1 | $963K | Buy |
|
|||||
|
2018
Q4 | $911K | Sell |
|
|||||
|
2018
Q3 | $1.06M | Sell |
|
|||||
|
2018
Q2 | $1.06M | Sell |
|
|||||
|
2018
Q1 | $1.16M | Buy |
|
|||||
|
2017
Q4 | $824K | Buy |
|