Circle Wealth Management’s JPMorgan Chase JPM.WS Stock Holding History

Circle Wealth Management’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,247	Closed	-$381K	–	99
2018 Q3	$381K	Hold	5,247	–	–	0.12%	66
2018 Q2	$333K	Hold	5,247	–	–	0.11%	73
2018 Q1	$365K	Hold	5,247	–	–	0.13%	66
2017 Q4	$349K	Hold	5,247	–	–	0.13%	68
2017 Q3	$284K	Hold	5,247	–	–	0.12%	69
2017 Q2	$264K	Buy	5,247 +100	+2%	+$4.51K	0.12%	68
2017 Q1	$235K	Hold	5,147	–	–	0.11%	67
2016 Q4	$228K	Buy	+5,147	New	+$178K	0.12%	60

Circle Wealth Management's JPM.WS Position: Q4 2018 in Review

Circle Wealth Management sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 5,247 shares — an estimated $381K sold.

Circle Wealth Management first reported a position in JPM.WS in Q4 2016 and held it in 8 quarters. The position peaked at $381K in Q3 2018. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.

Circle Wealth Management reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
Circle Wealth Management sold 5,247 JPMorgan Chase shares in Q4 2018, an estimated $381K.
Circle Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and held it in 8 quarters.
Circle Wealth Management's JPMorgan Chase position peaked at $381K in Q3 2018.
0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Circle Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.