Windsor Creek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $1.54M | Buy |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $323K | Sell |
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|
2020
Q1 | $648K | Buy |
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|
2019
Q4 | $392 | Buy |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $309K | Sell |
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|
2019
Q1 | $860K | Sell |
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|
2018
Q4 | $2.05M | Buy |
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