Wealthspire Advisors (Maryland)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.51M | Buy |
46,875
+2,877
| +7% | +$277K | 0.16% | 75 |
|
|
2020
Q2 | $4.14M | Sell |
43,998
-1,687
| -4% | -$159K | 0.3% | 54 |
|
|
2020
Q1 | $4.11M | Sell |
45,685
-3,066
| -6% | -$276K | 0.36% | 48 |
|
|
2019
Q4 | $6.8M | Buy |
48,751
+507
| +1% | +$70.7K | 0.46% | 35 |
|
|
2019
Q3 | $5.68M | Buy |
48,244
+3,072
| +7% | +$362K | 0.42% | 44 |
|
|
2019
Q2 | $5.05M | Sell |
45,172
-596
| -1% | -$66.6K | 0.38% | 47 |
|
|
2019
Q1 | $4.63M | Sell |
45,768
-2,053
| -4% | -$208K | 0.35% | 48 |
|
|
2018
Q4 | $4.67M | Sell |
47,821
-83
| -0.2% | -$8.1K | 0.42% | 44 |
|
|
2018
Q3 | $5.41M | Buy |
47,904
+631
| +1% | +$71.2K | 0.45% | 40 |
|
|
2018
Q2 | $4.93M | Buy |
47,273
+195
| +0.4% | +$20.3K | 0.45% | 39 |
|
|
2018
Q1 | $5.18M | Sell |
47,078
-846
| -2% | -$93K | 0.49% | 38 |
|
|
2017
Q4 | $5.13M | Buy |
47,924
+3,142
| +7% | +$336K | 0.5% | 36 |
|
|
2017
Q3 | $4.28M | Buy |
44,782
+817
| +2% | +$78K | 0.47% | 35 |
|
|
2017
Q2 | $4.02M | Sell |
43,965
-3,132
| -7% | -$286K | 0.48% | 35 |
|
|
2017
Q1 | $4.14M | Buy |
47,097
+2,184
| +5% | +$192K | 0.59% | 28 |
|
|
2016
Q4 | $3.88M | Sell |
44,913
-5,003
| -10% | -$432K | 0.58% | 30 |
|
|
2016
Q3 | $3.32M | Buy |
49,916
+4,486
| +10% | +$299K | 0.52% | 32 |
|
|
2016
Q2 | $2.82M | Sell |
45,430
-554
| -1% | -$34.4K | 0.47% | 36 |
|
|
2016
Q1 | $2.72M | Buy |
45,984
+80
| +0.2% | +$4.74K | 0.48% | 36 |
|
|
2015
Q4 | $3.03M | Buy |
+45,904
| New | +$3.03M | 0.56% | 33 |
|