Wechter Feldman Wealth Management’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
Q2 | $491K | Hold |
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|
2021
Q1 | $480K | Hold |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $287K | Hold |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $497K | Sell |
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|
2019
Q3 | $438K | Hold |
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|
2019
Q2 | $416K | Hold |
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|
2019
Q1 | $377K | Hold |
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|
2018
Q4 | $364K | Hold |
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|
2018
Q3 | $420K | Hold |
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|
2018
Q2 | $388K | Buy |
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|
2018
Q1 | $337K | Hold |
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|
2017
Q4 | $327K | Hold |
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|
2017
Q3 | $292K | Hold |
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|
2017
Q2 | $280K | Hold |
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|
2017
Q1 | $269K | Buy |
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