Advisor Group’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,020
| Closed | -$318K | – | 5327 |
|
|
2018
Q2 | $318K | Hold |
5,020
| – | – | ﹤0.01% | 1645 |
|
|
2018
Q1 | $349K | Hold |
5,020
| – | – | ﹤0.01% | 1576 |
|
|
2017
Q4 | $333K | Sell |
5,020
-265
| -5% | -$17.6K | ﹤0.01% | 1614 |
|
|
2017
Q3 | $286K | Sell |
5,285
-320
| -6% | -$17.3K | ﹤0.01% | 1576 |
|
|
2017
Q2 | $282K | Hold |
5,605
| – | – | 0.01% | 1522 |
|
|
2017
Q1 | $260K | Sell |
5,605
-535
| -9% | -$24.8K | 0.01% | 1471 |
|
|
2016
Q4 | $272K | Sell |
6,140
-2,385
| -28% | -$106K | 0.01% | 1358 |
|
|
2016
Q3 | $210K | Sell |
8,525
-650
| -7% | -$16K | 0.01% | 1487 |
|
|
2016
Q2 | $185K | Buy |
+9,175
| New | +$185K | ﹤0.01% | 1516 |
|