Cobiz Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $11.9M | Sell |
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|
2019
Q1 | $11.3M | Buy |
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|
2018
Q4 | $10.8M | Buy |
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|
2018
Q3 | $12.5M | Sell |
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|
2018
Q2 | $11.7M | Sell |
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|
2018
Q1 | $12.5M | Sell |
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|
2017
Q4 | $12.2M | Sell |
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|
2017
Q3 | $11.2M | Sell |
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|
2017
Q2 | $10.7M | Sell |
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|
2017
Q1 | $10.5M | Sell |
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|
2016
Q4 | $10.4M | Sell |
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|
2016
Q3 | $8.16M | Sell |
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|
2016
Q2 | $7.72M | Sell |
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|
2016
Q1 | $7.65M | Sell |
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|
2015
Q4 | $8.84M | Sell |
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|
2015
Q3 | $8.27M | Sell |
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|
2015
Q2 | $9.26M | Sell |
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|
2015
Q1 | $8.62M | Sell |
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|
2014
Q4 | $9.1M | Sell |
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|
2014
Q3 | $8.86M | Sell |
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|
2014
Q2 | $8.69M | Sell |
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|
2014
Q1 | $9.43M | Sell |
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|
2013
Q4 | $9.46M | Sell |
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|
2013
Q3 | $8.5M | Sell |
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|
2013
Q2 | $8.69M | Buy |
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