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 | $379K | Hold |
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|
2023
Q2 | $387K | Hold |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $326K | Hold |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q2 | $381K | Sell |
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|
2021
Q1 | $384K | Buy |
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|
2020
Q4 | $327K | Sell |
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|
2020
Q3 | $294K | Buy |
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|
2020
Q2 | $275K | Buy |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $1.34M | Buy |
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