Aspiriant Holdings S3’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
Q4 | $5.89M | Buy |
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|
2015
Q3 | $5.36M | Buy |
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|
2015
Q2 | $5.87M | Sell |
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|
2015
Q1 | $5.35M | Sell |
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|
2014
Q4 | $6.88M | Buy |
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|
2014
Q3 | $6.5M | Buy |
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|
2014
Q2 | $6.1M | Buy |
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|
2014
Q1 | $6.37M | Sell |
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|
2013
Q4 | $6.53M | Sell |
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|
2013
Q3 | $5.83M | Buy |
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|
2013
Q2 | $5.8M | Buy |
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