Catamount Wealth Management’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 | $8.09M | Buy |
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|
2018
Q4 | $8.07M | Sell |
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|
2018
Q3 | $9.37M | Sell |
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|
2018
Q2 | $9.82M | Buy |
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|
2018
Q1 | $7.7M | Buy |
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|
2017
Q4 | $7.13M | Sell |
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|
2017
Q3 | $6.59M | Buy |
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|
2017
Q2 | $6.26M | Buy |
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|
2017
Q1 | $5.58M | Buy |
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|
2016
Q4 | $5.23M | Sell |
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|
2016
Q3 | $4.25M | Buy |
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|
2016
Q2 | $3.71M | Buy |
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|
2016
Q1 | $3.36M | Sell |
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|
2015
Q4 | $3.84M | Buy |
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|
2015
Q3 | $3.22M | Buy |
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|
2015
Q2 | $3.55M | Buy |
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|
2015
Q1 | $1.37M | Buy |
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|
2014
Q4 | $905K | Buy |
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