CIM
Cetera Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,779
| Closed | -$614K | – | 39 |
|
|
2017
Q2 | $614K | Sell |
6,779
-2,062
| -23% | -$187K | 0.78% | 28 |
|
|
2017
Q1 | $777K | Sell |
8,841
-7,585
| -46% | -$667K | 0.89% | 26 |
|
|
2016
Q4 | $1.42M | Sell |
16,426
-3,548
| -18% | -$306K | 1.06% | 23 |
|
|
2016
Q3 | $1.33M | Sell |
19,974
-2,082
| -9% | -$139K | 0.86% | 30 |
|
|
2016
Q2 | $1.37M | Sell |
22,056
-2,598
| -11% | -$161K | 0.81% | 37 |
|
|
2016
Q1 | $1.46M | Sell |
24,654
-1,218
| -5% | -$72K | 0.75% | 37 |
|
|
2015
Q4 | $1.71M | Buy |
+25,872
| New | +$1.71M | 0.69% | 45 |
|