Vontobel Swiss 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.23M | Buy |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.99M | Sell |
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|
2019
Q3 | $1.77M | Buy |
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|
2019
Q2 | $1.68M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $302K | Buy |
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|
2018
Q3 | $320K | Sell |
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|
2018
Q2 | $339K | Hold |
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|
2018
Q1 | $357K | Sell |
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|
2017
Q4 | $425K | Buy |
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|
2017
Q3 | $328K | Buy |
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