Wealthspire Advisors (Maryland)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.51M | Buy |
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2020
Q2 | $4.14M | Sell |
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|
2020
Q1 | $4.11M | Sell |
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|
2019
Q4 | $6.8M | Buy |
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|
2019
Q3 | $5.68M | Buy |
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|
2019
Q2 | $5.05M | Sell |
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|
2019
Q1 | $4.63M | Sell |
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|
2018
Q4 | $4.67M | Sell |
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|
2018
Q3 | $5.41M | Buy |
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|
2018
Q2 | $4.93M | Buy |
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|
2018
Q1 | $5.18M | Sell |
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|
2017
Q4 | $5.13M | Buy |
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|
2017
Q3 | $4.28M | Buy |
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|
2017
Q2 | $4.02M | Sell |
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|
2017
Q1 | $4.14M | Buy |
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|
2016
Q4 | $3.88M | Sell |
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|
2016
Q3 | $3.32M | Buy |
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|
2016
Q2 | $2.82M | Sell |
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|
2016
Q1 | $2.72M | Buy |
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|
2015
Q4 | $3.03M | Buy |
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