Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $8.09M | Buy |
79,871
+1,880
| +2% | +$190K | 4.6% | 6 |
|
|
2018
Q4 | $8.07M | Sell |
77,991
-5,054
| -6% | -$523K | 5.51% | 5 |
|
|
2018
Q3 | $9.37M | Sell |
83,045
-1,840
| -2% | -$208K | 4.49% | 6 |
|
|
2018
Q2 | $9.82M | Buy |
84,885
+14,877
| +21% | +$1.72M | 4.75% | 5 |
|
|
2018
Q1 | $7.7M | Buy |
70,008
+3,290
| +5% | +$362K | 4.11% | 7 |
|
|
2017
Q4 | $7.14M | Sell |
66,718
-2,253
| -3% | -$241K | 3.98% | 7 |
|
|
2017
Q3 | $6.59M | Buy |
68,971
+504
| +0.7% | +$48.1K | 3.83% | 8 |
|
|
2017
Q2 | $6.26M | Buy |
68,467
+4,951
| +8% | +$453K | 3.81% | 7 |
|
|
2017
Q1 | $5.58M | Buy |
63,516
+2,893
| +5% | +$254K | 3.82% | 7 |
|
|
2016
Q4 | $5.23M | Sell |
60,623
-1,926
| -3% | -$166K | 4.25% | 9 |
|
|
2016
Q3 | $4.25M | Buy |
62,549
+2,901
| +5% | +$197K | 3.64% | 9 |
|
|
2016
Q2 | $3.71M | Buy |
59,648
+2,873
| +5% | +$179K | 4.28% | 7 |
|
|
2016
Q1 | $3.36M | Sell |
56,775
-1,383
| -2% | -$81.9K | 3.89% | 9 |
|
|
2015
Q4 | $3.84M | Buy |
58,158
+5,370
| +10% | +$355K | 3.48% | 12 |
|
|
2015
Q3 | $3.22M | Buy |
52,788
+441
| +0.8% | +$26.9K | 3.22% | 13 |
|
|
2015
Q2 | $3.55M | Buy |
52,347
+29,760
| +132% | +$2.02M | 2.75% | 15 |
|
|
2015
Q1 | $1.37M | Buy |
22,587
+8,125
| +56% | +$492K | 1.13% | 26 |
|
|
2014
Q4 | $905K | Buy |
+14,462
| New | +$905K | 0.86% | 25 |
|