Wellesley Investment Partners’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 | $1.16M | Sell |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.98M | Sell |
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|
2019
Q3 | $1.79M | Buy |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $1.93M | Sell |
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|
2018
Q4 | $2.01M | Buy |
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|
2018
Q3 | $2.29M | Buy |
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|
2018
Q2 | $2.09M | Buy |
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|
2018
Q1 | $2.1M | Buy |
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|
2017
Q4 | $2M | Buy |
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|
2017
Q3 | $1.73M | Sell |
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|
2017
Q2 | $1.73M | Buy |
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|
2017
Q1 | $1.55M | Sell |
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|
2016
Q4 | $1.57M | Buy |
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|
2016
Q3 | $1.12M | Buy |
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|
2016
Q2 | $986K | Buy |
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|
2016
Q1 | $881K | Buy |
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|
2015
Q4 | $891K | Buy |
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