Broadview 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
Q2 | – | Sell |
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|
2019
Q1 | $415K | Sell |
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|
2018
Q4 | $625K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $505K | Hold |
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|
2016
Q3 | $390K | Hold |
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|
2016
Q2 | $364K | Sell |
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|
2016
Q1 | $770K | Hold |
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|
2015
Q4 | $858K | Sell |
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|
2015
Q3 | $808K | Sell |
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|
2015
Q2 | $1.93M | Hold |
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|
2015
Q1 | $1.73M | Hold |
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|
2014
Q4 | $1.78M | Sell |
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|
2014
Q3 | $2.12M | Sell |
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|
2014
Q2 | $2.05M | Buy |
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|
2014
Q1 | $1.3M | Buy |
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|
2013
Q4 | $977K | Buy |
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