Bank of Montreal’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,009
| Closed | -$487K | – | 4008 |
|
|
2017
Q3 | $487K | Hold |
9,009
| – | – | ﹤0.01% | 2097 |
|
|
2017
Q2 | $453K | Hold |
9,009
| – | – | ﹤0.01% | 2112 |
|
|
2017
Q1 | $417K | Buy |
9,009
+2,528
| +39% | +$117K | ﹤0.01% | 1983 |
|
|
2016
Q4 | $249K | Hold |
6,481
| – | – | ﹤0.01% | 2157 |
|
|
2016
Q3 | $160K | Buy |
+6,481
| New | +$160K | ﹤0.01% | 2312 |
|