Beacon Pointe Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.44M | Sell |
10,367
-3,827
| -27% | -$533K | 0.27% | 81 |
|
|
2019
Q3 | $1.68M | Buy |
14,194
+2,135
| +18% | +$252K | 0.35% | 69 |
|
|
2019
Q2 | $1.35M | Buy |
12,059
+391
| +3% | +$43.7K | 0.28% | 76 |
|
|
2019
Q1 | $1.18M | Buy |
11,668
+838
| +8% | +$84.7K | 0.27% | 82 |
|
|
2018
Q4 | $1.06M | Buy |
+10,830
| New | +$1.06M | 0.38% | 66 |
|