CWSR
Chessman Wealth Strategies RIA’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,500
| Closed | -$354K | – | 16 |
|
|
2019
Q1 | $354K | Sell |
3,500
-277
| -7% | -$28K | 0.3% | 13 |
|
|
2018
Q4 | $369K | Hold |
3,777
| – | – | 0.39% | 15 |
|
|
2018
Q3 | $426K | Sell |
3,777
-128
| -3% | -$14.4K | 0.37% | 18 |
|
|
2018
Q2 | $407K | Hold |
3,905
| – | – | 0.36% | 17 |
|
|
2018
Q1 | $429K | Buy |
3,905
+128
| +3% | +$14.1K | 0.54% | 17 |
|
|
2017
Q4 | $404K | Buy |
+3,777
| New | +$404K | 0.4% | 21 |
|