YWP
YorkBridge Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.76M | Buy |
28,040
+3,512
| +14% | +$471K | 0.95% | 24 |
|
|
2022
Q3 | $2.56M | Sell |
24,528
-2,423
| -9% | -$253K | 0.66% | 40 |
|
|
2022
Q2 | $3.04M | Buy |
26,951
+651
| +2% | +$73.3K | 0.79% | 31 |
|
|
2022
Q1 | $3.59M | Sell |
26,300
-9,902
| -27% | -$1.35M | 0.79% | 32 |
|
|
2021
Q4 | $5.73M | Sell |
36,202
-522
| -1% | -$82.7K | 1.29% | 18 |
|
|
2021
Q3 | $6.01M | Buy |
36,724
+1,658
| +5% | +$271K | 1.51% | 14 |
|
|
2021
Q2 | $5.45M | Buy |
35,066
+1,716
| +5% | +$267K | 1.42% | 16 |
|
|
2021
Q1 | $5.08M | Buy |
33,350
+2,354
| +8% | +$358K | 1.5% | 14 |
|
|
2020
Q4 | $3.94M | Buy |
30,996
+9,125
| +42% | +$1.16M | 1.32% | 19 |
|
|
2020
Q3 | $2.11M | Buy |
21,871
+6,866
| +46% | +$661K | 0.88% | 34 |
|
|
2020
Q2 | $1.41M | Sell |
15,005
-326
| -2% | -$30.7K | 0.65% | 49 |
|
|
2020
Q1 | $1.38M | Sell |
15,331
-594
| -4% | -$53.5K | 0.85% | 39 |
|
|
2019
Q4 | $2.22M | Sell |
15,925
-1,148
| -7% | -$160K | 1.02% | 24 |
|
|
2019
Q3 | $2.01M | Sell |
17,073
-2,510
| -13% | -$295K | 1.01% | 25 |
|
|
2019
Q2 | $2.19M | Sell |
19,583
-726
| -4% | -$81.2K | 0.97% | 22 |
|
|
2019
Q1 | $2.06M | Sell |
20,309
-67
| -0.3% | -$6.78K | 0.95% | 23 |
|
|
2018
Q4 | $1.99M | Sell |
20,376
-207
| -1% | -$20.2K | 1.05% | 20 |
|
|
2018
Q3 | $2.34M | Sell |
20,583
-778
| -4% | -$88.3K | 1.07% | 18 |
|
|
2018
Q2 | $2.23M | Sell |
21,361
-414
| -2% | -$43.1K | 0.98% | 21 |
|
|
2018
Q1 | $2.47M | Sell |
21,775
-1,040
| -5% | -$118K | 1.14% | 17 |
|
|
2017
Q4 | $2.48M | Sell |
22,815
-964
| -4% | -$105K | 1.2% | 15 |
|
|
2017
Q3 | $2.27M | Sell |
23,779
-130
| -0.5% | -$12.4K | 1.18% | 16 |
|
|
2017
Q2 | $2.22M | Sell |
23,909
-340
| -1% | -$31.5K | 1.18% | 16 |
|
|
2017
Q1 | $2.1M | Buy |
24,249
+3,068
| +14% | +$265K | 1.1% | 18 |
|
|
2016
Q4 | $1.67M | Buy |
+21,181
| New | +$1.67M | 0.99% | 24 |
|