WealthOne’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 | $417K | Sell |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $345K | Buy |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $338K | Sell |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $442K | Sell |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $298K | Sell |
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|
2020
Q2 | $293K | Buy |
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|
2020
Q1 | $228K | Buy |
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|
2019
Q4 | $321K | Buy |
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|
2019
Q3 | $264K | Sell |
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|
2019
Q2 | $305K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $230K | Buy |
|