Ameriprise’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,500
| Closed | -$285K | – | 3816 |
|
|
2018
Q2 | $285K | Hold |
4,500
| – | – | ﹤0.01% | 3389 |
|
|
2018
Q1 | $313K | Sell |
4,500
-300
| -6% | -$20.9K | ﹤0.01% | 3353 |
|
|
2017
Q4 | $319K | Sell |
4,800
-4,100
| -46% | -$272K | ﹤0.01% | 3336 |
|
|
2017
Q3 | $481K | Sell |
8,900
-400
| -4% | -$21.6K | ﹤0.01% | 3237 |
|
|
2017
Q2 | $468K | Sell |
9,300
-1,750
| -16% | -$88.1K | ﹤0.01% | 3246 |
|
|
2017
Q1 | $512K | Hold |
11,050
| – | – | ﹤0.01% | 3158 |
|
|
2016
Q4 | $489K | Buy |
+11,050
| New | +$489K | ﹤0.01% | 3281 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$3K | – | 5711 |
|
|
2013
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 5252 |
|