CW
Cobiz Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $11.9M | Sell |
106,491
-5,140
| -5% | -$575K | 2.36% | 8 |
|
|
2019
Q1 | $11.3M | Buy |
111,631
+719
| +0.6% | +$72.8K | 2.18% | 12 |
|
|
2018
Q4 | $10.8M | Buy |
110,912
+177
| +0.2% | +$17.3K | 2.38% | 8 |
|
|
2018
Q3 | $12.5M | Sell |
110,735
-1,552
| -1% | -$175K | 2.4% | 8 |
|
|
2018
Q2 | $11.7M | Sell |
112,287
-1,140
| -1% | -$119K | 2.37% | 8 |
|
|
2018
Q1 | $12.5M | Sell |
113,427
-706
| -0.6% | -$77.6K | 2.64% | 6 |
|
|
2017
Q4 | $12.2M | Sell |
114,133
-2,720
| -2% | -$291K | 2.55% | 6 |
|
|
2017
Q3 | $11.2M | Sell |
116,853
-437
| -0.4% | -$41.7K | 2.45% | 5 |
|
|
2017
Q2 | $10.7M | Sell |
117,290
-1,991
| -2% | -$182K | 2.39% | 5 |
|
|
2017
Q1 | $10.5M | Sell |
119,281
-1,162
| -1% | -$102K | 2.34% | 5 |
|
|
2016
Q4 | $10.4M | Sell |
120,443
-2,176
| -2% | -$188K | 2.45% | 5 |
|
|
2016
Q3 | $8.17M | Sell |
122,619
-1,618
| -1% | -$108K | 1.97% | 6 |
|
|
2016
Q2 | $7.72M | Sell |
124,237
-4,948
| -4% | -$307K | 1.94% | 5 |
|
|
2016
Q1 | $7.65M | Sell |
129,185
-4,697
| -4% | -$278K | 1.88% | 7 |
|
|
2015
Q4 | $8.84M | Sell |
133,882
-1,760
| -1% | -$116K | 2.09% | 7 |
|
|
2015
Q3 | $8.27M | Sell |
135,642
-938
| -0.7% | -$57.2K | 2.01% | 8 |
|
|
2015
Q2 | $9.26M | Sell |
136,580
-5,644
| -4% | -$382K | 2.07% | 6 |
|
|
2015
Q1 | $8.62M | Sell |
142,224
-3,146
| -2% | -$191K | 1.92% | 8 |
|
|
2014
Q4 | $9.1M | Sell |
145,370
-1,734
| -1% | -$109K | 2.08% | 8 |
|
|
2014
Q3 | $8.86M | Sell |
147,104
-3,741
| -2% | -$225K | 2.06% | 8 |
|
|
2014
Q2 | $8.69M | Sell |
150,845
-4,556
| -3% | -$263K | 2.01% | 7 |
|
|
2014
Q1 | $9.43M | Sell |
155,401
-6,321
| -4% | -$384K | 2.25% | 4 |
|
|
2013
Q4 | $9.46M | Sell |
161,722
-2,649
| -2% | -$155K | 2.26% | 5 |
|
|
2013
Q3 | $8.5M | Sell |
164,371
-231
| -0.1% | -$11.9K | 2.16% | 4 |
|
|
2013
Q2 | $8.69M | Buy |
+164,602
| New | +$8.69M | 2.29% | 4 |
|