AWS
Aris Wealth Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $101K | Sell |
1,654
-12,458
| -88% | -$761K | 0.21% | 54 |
|
|
2015
Q2 | $956K | Buy |
14,112
+918
| +7% | +$62.2K | 0.88% | 28 |
|
|
2015
Q1 | $799K | Buy |
13,194
+1,099
| +9% | +$66.6K | 0.75% | 42 |
|
|
2014
Q4 | $757K | Buy |
12,095
+640
| +6% | +$40.1K | 0.84% | 37 |
|
|
2014
Q3 | $690K | Buy |
11,455
+815
| +8% | +$49.1K | 0.86% | 34 |
|
|
2014
Q2 | $613K | Buy |
10,640
+500
| +5% | +$28.8K | 0.8% | 39 |
|
|
2014
Q1 | $616K | Sell |
10,140
-7,112
| -41% | -$432K | 0.9% | 33 |
|
|
2013
Q4 | $1.01M | Buy |
17,252
+1,843
| +12% | +$108K | 1.7% | 6 |
|
|
2013
Q3 | $797K | Buy |
15,409
+3,283
| +27% | +$170K | 1.46% | 10 |
|
|
2013
Q2 | $640K | Buy |
+12,126
| New | +$640K | 1.37% | 11 |
|