B. Riley Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,323
| Closed | -$247K | – | 244 |
|
|
2018
Q2 | $247K | Sell |
2,323
-180
| -7% | -$19.1K | 0.06% | 252 |
|
|
2018
Q1 | $276K | Buy |
2,503
+112
| +5% | +$12.4K | 0.08% | 226 |
|
|
2017
Q4 | $256K | Buy |
2,391
+42
| +2% | +$4.5K | 0.07% | 237 |
|
|
2017
Q3 | $225K | Buy |
+2,349
| New | +$225K | 0.06% | 244 |
|