Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $26K | Hold |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $24.7M | Buy |
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|
2020
Q4 | $20.5M | Sell |
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|
2020
Q3 | $15.7M | Sell |
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|
2020
Q2 | $15.7M | Sell |
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|
2020
Q1 | $15.2M | Sell |
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|
2019
Q4 | $23.5M | Sell |
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|
2019
Q3 | $21.5M | Sell |
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|
2019
Q2 | $19.5M | Sell |
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|
2019
Q1 | $17.8M | Sell |
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|
2018
Q4 | $18.7M | Buy |
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|
2018
Q3 | $20.2M | Sell |
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|
2018
Q2 | $18.8M | Sell |
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|
2018
Q1 | $22.5M | Sell |
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|
2017
Q4 | $22M | Buy |
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