Beacon Trust’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$15.1M Sell
2016
Q4
$14.4M Buy
2016
Q3
$10.9M Sell
2016
Q2
$10.2M Sell
2016
Q1
$9.83M Buy
2015
Q4
$10.9M Buy
2015
Q3
$9.17M Sell
2015
Q2
$10.3M Buy
2015
Q1
$923K Sell
2014
Q4
$1.05M Buy
2014
Q3
$718K Buy
2014
Q2
$671K Buy
2014
Q1
$687K Buy
2013
Q4
$656K Buy
2013
Q3
$558K Buy
2013
Q2
$445K Buy