Wealthstreet Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $23K | Hold |
166
| – | – | 0.62% | 36 |
|
|
2021
Q4 | $26K | Hold |
166
| – | – | 0.64% | 35 |
|
|
2021
Q3 | $27K | Hold |
166
| – | – | 0.75% | 33 |
|
|
2021
Q2 | $26K | Sell |
166
-161,929
| -100% | -$25.4M | 0.13% | 65 |
|
|
2021
Q1 | $24.7M | Buy |
162,095
+511
| +0.3% | +$77.8K | 2.41% | 4 |
|
|
2020
Q4 | $20.5M | Sell |
161,584
-1,881
| -1% | -$239K | 2.08% | 7 |
|
|
2020
Q3 | $15.7M | Sell |
163,465
-3,336
| -2% | -$321K | 1.76% | 11 |
|
|
2020
Q2 | $15.7M | Sell |
166,801
-1,850
| -1% | -$174K | 1.92% | 10 |
|
|
2020
Q1 | $15.2M | Sell |
168,651
-267
| -0.2% | -$24K | 2.24% | 7 |
|
|
2019
Q4 | $23.5M | Sell |
168,918
-790
| -0.5% | -$110K | 2.75% | 3 |
|
|
2019
Q3 | $21.5M | Sell |
169,708
-4,688
| -3% | -$593K | 2.74% | 4 |
|
|
2019
Q2 | $19.5M | Sell |
174,396
-1,729
| -1% | -$193K | 2.52% | 4 |
|
|
2019
Q1 | $17.8M | Sell |
176,125
-3,644
| -2% | -$369K | 2.35% | 6 |
|
|
2018
Q4 | $18.7M | Buy |
179,769
+600
| +0.3% | +$62.3K | 2.62% | 4 |
|
|
2018
Q3 | $20.2M | Sell |
179,169
-1,189
| -0.7% | -$134K | 2.49% | 6 |
|
|
2018
Q2 | $18.8M | Sell |
180,358
-23,945
| -12% | -$2.5M | 2.49% | 4 |
|
|
2018
Q1 | $22.5M | Sell |
204,303
-1,876
| -0.9% | -$206K | 2.82% | 4 |
|
|
2017
Q4 | $22M | Buy |
+206,179
| New | +$22M | 2.67% | 4 |
|