Aris Wealth Services’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$101K Sell
2015
Q2
$956K Buy
2015
Q1
$799K Buy
2014
Q4
$757K Buy
2014
Q3
$690K Buy
2014
Q2
$613K Buy
2014
Q1
$616K Sell
2013
Q4
$1.01M Buy
2013
Q3
$797K Buy
2013
Q2
$640K Buy