Winfield Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.13M | Sell |
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|
2021
Q4 | $1.42M | Buy |
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|
2021
Q3 | $824K | Buy |
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|
2021
Q2 | $744K | Buy |
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|
2021
Q1 | $652K | Buy |
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|
2020
Q4 | $526K | Sell |
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|
2020
Q3 | $524K | Sell |
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|
2020
Q2 | $653K | Buy |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $513K | Buy |
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|
2019
Q3 | $370K | Buy |
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|
2019
Q2 | $322K | Hold |
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|
2019
Q1 | $292K | Buy |
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|
2018
Q4 | $223K | Hold |
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|
2018
Q3 | $257K | Hold |
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|
2018
Q2 | $238K | Buy |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $287K | Hold |
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|
2017
Q3 | $256K | Hold |
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|
2017
Q2 | $244K | Hold |
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|
2017
Q1 | $235K | Buy |
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|
2016
Q4 | $162K | Buy |
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|
2016
Q3 | $121K | Hold |
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|
2016
Q2 | $113K | Sell |
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|
2016
Q1 | $109K | Buy |
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|
2015
Q4 | $79K | Hold |
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|
2015
Q3 | $73K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.13M | Sell |
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|
2014
Q3 | $1.3M | Sell |
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|
2014
Q2 | $1.27M | Sell |
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|
2014
Q1 | $1.38M | Buy |
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|
2013
Q4 | $1.3M | Buy |
|