Winslow Evans & Crocker’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
Q4 | $4.59M | Buy |
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|
2020
Q3 | $3.16M | Buy |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $2.82M | Sell |
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|
2019
Q4 | $4.41M | Buy |
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|
2019
Q3 | $3M | Buy |
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|
2019
Q2 | $2.83M | Buy |
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|
2019
Q1 | $2.55M | Buy |
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|
2018
Q4 | $2.45M | Buy |
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|
2018
Q3 | $2.44M | Buy |
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|
2018
Q2 | $2.14M | Sell |
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|
2018
Q1 | $2.28M | Buy |
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|
2017
Q4 | $2.2M | Buy |
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|
2017
Q3 | $1.86M | Sell |
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|
2017
Q2 | $2.17M | Buy |
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|
2017
Q1 | $1.88M | Sell |
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|
2016
Q4 | $1.89M | Sell |
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|
2016
Q3 | $1.54M | Sell |
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|
2016
Q2 | $1.45M | Buy |
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|
2016
Q1 | $1.36M | Sell |
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|
2015
Q4 | $1.55M | Buy |
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|
2015
Q3 | $1.39M | Buy |
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|
2015
Q2 | $1.46M | Buy |
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|
2015
Q1 | $1.23M | Buy |
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|
2014
Q4 | $975K | Sell |
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|
2014
Q3 | $989K | Buy |
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|
2014
Q2 | $892K | Buy |
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|
2014
Q1 | $926K | Sell |
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|
2013
Q4 | $971K | Buy |
|