YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.76M | Buy |
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|
2022
Q3 | $2.56M | Sell |
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|
2022
Q2 | $3.04M | Buy |
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|
2022
Q1 | $3.58M | Sell |
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|
2021
Q4 | $5.73M | Sell |
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|
2021
Q3 | $6.01M | Buy |
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|
2021
Q2 | $5.45M | Buy |
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|
2021
Q1 | $5.08M | Buy |
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|
2020
Q4 | $3.94M | Buy |
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|
2020
Q3 | $2.11M | Buy |
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|
2020
Q2 | $1.41M | Sell |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $2.22M | Sell |
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|
2019
Q3 | $2.01M | Sell |
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|
2019
Q2 | $2.19M | Sell |
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|
2019
Q1 | $2.06M | Sell |
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|
2018
Q4 | $1.99M | Sell |
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|
2018
Q3 | $2.34M | Sell |
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|
2018
Q2 | $2.23M | Sell |
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|
2018
Q1 | $2.47M | Sell |
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|
2017
Q4 | $2.48M | Sell |
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|
2017
Q3 | $2.27M | Sell |
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|
2017
Q2 | $2.22M | Sell |
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|
2017
Q1 | $2.1M | Buy |
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|
2016
Q4 | $1.67M | Buy |
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