Vivid Financial Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$293K Hold
2021
Q3
$302K Sell
2021
Q2
$303K Sell
2021
Q1
$313K Hold
2020
Q4
$261K Buy
2020
Q1
Sell
2019
Q4
$290K Buy