Cabot-Wellington’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $16.4M | Sell |
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|
2017
Q3 | $14.8M | Hold |
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|
2017
Q2 | $14.5M | Sell |
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|
2017
Q1 | $13.7M | Sell |
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|
2016
Q4 | $13.5M | Sell |
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|
2016
Q3 | $10.5M | Sell |
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|
2016
Q2 | $10.4M | Sell |
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|
2016
Q1 | $9.44M | Sell |
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|
2015
Q4 | $10.6M | Sell |
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|
2015
Q3 | $9.86M | Sell |
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|
2015
Q2 | $11.1M | Buy |
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|
2015
Q1 | $4.56M | Sell |
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|
2014
Q4 | $4.75M | Buy |
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|
2014
Q3 | $4.54M | Buy |
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|
2014
Q2 | $4.27M | Buy |
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|
2014
Q1 | $2.38M | Buy |
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|
2013
Q4 | $1.71M | Buy |
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|
2013
Q3 | $1.45M | Buy |
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|
2013
Q2 | $1.36M | Buy |
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