Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.91M | Buy |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $2.09M | Sell |
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|
2021
Q1 | $2.16M | Buy |
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|
2020
Q4 | $1.65M | Sell |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $2.18M | Buy |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | $1.99M | Sell |
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|
2019
Q3 | $1.68M | Buy |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $1.47M | Buy |
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|
2018
Q3 | $1.66M | Buy |
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|
2018
Q2 | $1.52M | Buy |
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|
2018
Q1 | $1.48M | Buy |
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|
2017
Q4 | $1.44M | Buy |
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