BKS Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.32M | Buy |
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|
2018
Q3 | $791K | Sell |
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|
2018
Q2 | $752K | Sell |
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|
2018
Q1 | $803K | Buy |
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|
2017
Q4 | $744K | Sell |
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|
2017
Q3 | $697K | Sell |
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|
2017
Q2 | $682K | Buy |
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|
2017
Q1 | $640K | Sell |
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|
2016
Q4 | $661K | Buy |
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|
2016
Q3 | $442K | Buy |
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|
2016
Q2 | $394K | Hold |
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|
2016
Q1 | $376K | Sell |
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|
2015
Q4 | $457K | Buy |
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|
2015
Q3 | $419K | Buy |
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|
2015
Q2 | $440K | Buy |
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|
2015
Q1 | $336K | Buy |
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