Braver Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $6.52M | Buy |
75,543
+771
| +1% | +$66.5K | 1.06% | 20 |
|
|
2016
Q3 | $4.98M | Buy |
74,772
+399
| +0.5% | +$26.6K | 0.83% | 34 |
|
|
2016
Q2 | $4.62M | Buy |
74,373
+30,520
| +70% | +$1.9M | 0.79% | 33 |
|
|
2016
Q1 | $2.6M | Buy |
+43,853
| New | +$2.6M | 0.43% | 61 |
|
|
2014
Q1 | – | Sell |
-4,577
| Closed | -$268K | – | 83 |
|
|
2013
Q4 | $268K | Sell |
4,577
-1,092
| -19% | -$63.9K | 0.09% | 70 |
|
|
2013
Q3 | $293K | Buy |
5,669
+1,356
| +31% | +$70.1K | 0.1% | 75 |
|
|
2013
Q2 | $228K | Buy |
+4,313
| New | +$228K | 0.1% | 62 |
|