V Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $5.05M | Buy |
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|
2023
Q1 | $4.51M | Buy |
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|
2022
Q4 | $4.48M | Buy |
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|
2022
Q3 | $2.74M | Sell |
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|
2022
Q2 | $3.54M | Buy |
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|
2022
Q1 | $4.15M | Sell |
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|
2021
Q4 | $5.53M | Sell |
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|
2021
Q3 | $5.84M | Buy |
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|
2021
Q2 | $5.53M | Buy |
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|
2021
Q1 | $5.29M | Buy |
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|
2020
Q4 | $4.37M | Buy |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $3.05M | Sell |
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|
2020
Q1 | $4.02M | Buy |
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|
2019
Q4 | $3.8M | Hold |
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|
2019
Q3 | $3.8M | Buy |
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|
2019
Q2 | $3.62M | Buy |
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|
2019
Q1 | $3.45M | Buy |
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|
2018
Q4 | $3.02M | Buy |
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|
2018
Q3 | $1.96M | Buy |
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|
2018
Q2 | $1.79M | Buy |
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|
2018
Q1 | $1.73M | Buy |
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|
2017
Q4 | $1.72M | Buy |
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|
2017
Q3 | $1.26M | Buy |
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|
2017
Q2 | $1.17M | Sell |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $919K | Sell |
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|
2016
Q3 | $772K | Sell |
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|
2016
Q2 | $775K | Sell |
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|
2016
Q1 | $1.61M | Buy |
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