BIG
Bellwether Investment Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $223K | Buy |
+2,088
| New | +$223K | 0.89% | 58 |
|
|
2017
Q2 | – | Sell |
-1,709
| Closed | -$150K | – | 337 |
|
|
2017
Q1 | $150K | Sell |
1,709
-7,038
| -80% | -$618K | 0.4% | 71 |
|
|
2016
Q4 | $755K | Buy |
+8,747
| New | +$755K | 0.68% | 23 |
|
|
2016
Q2 | $365K | Buy |
+5,868
| New | +$365K | 0.4% | 70 |
|