Cambridge Investment Research Advisors’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,000
| Closed | -$317K | – | 2347 |
|
|
2018
Q2 | $317K | Hold |
5,000
| – | – | ﹤0.01% | 1695 |
|
|
2018
Q1 | $348K | Hold |
5,000
| – | – | ﹤0.01% | 1567 |
|
|
2017
Q4 | $332K | Hold |
5,000
| – | – | ﹤0.01% | 1583 |
|
|
2017
Q3 | $270K | Sell |
5,000
-200
| -4% | -$10.8K | ﹤0.01% | 1620 |
|
|
2017
Q2 | $262K | Buy |
+5,200
| New | +$262K | ﹤0.01% | 1593 |
|