WealthStone’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
Q1
$1.41M Buy
2020
Q4
$938K Buy
2020
Q3
$662K Sell
2020
Q2
$738K Buy
2020
Q1
Sell
2019
Q4
$250K Sell
2019
Q3
$625K Sell
2019
Q2
$595K Buy