CWM
Concert Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,052
| Closed | -$370K | – | 85 |
|
|
2017
Q2 | $370K | Sell |
4,052
-23,312
| -85% | -$2.13M | 0.36% | 82 |
|
|
2017
Q1 | $2.36M | Sell |
27,364
-918
| -3% | -$79.3K | 0.53% | 36 |
|
|
2016
Q4 | $2.44M | Sell |
28,282
-53,184
| -65% | -$4.59M | 0.54% | 31 |
|
|
2016
Q3 | $5.43M | Buy |
81,466
+3,617
| +5% | +$241K | 0.66% | 23 |
|
|
2016
Q2 | $4.83M | Buy |
77,849
+5,518
| +8% | +$342K | 0.66% | 22 |
|
|
2016
Q1 | $4.19M | Buy |
72,331
+1,091
| +2% | +$63.1K | 0.56% | 33 |
|
|
2015
Q4 | $4.71M | Buy |
71,240
+285
| +0.4% | +$18.9K | 0.63% | 29 |
|
|
2015
Q3 | $4.32M | Buy |
70,955
+8,220
| +13% | +$500K | 0.58% | 32 |
|
|
2015
Q2 | $4.25M | Sell |
62,735
-78
| -0.1% | -$5.28K | 0.55% | 29 |
|
|
2015
Q1 | $2.97M | Buy |
62,813
+3,844
| +7% | +$182K | 0.85% | 14 |
|
|
2014
Q4 | $3.7M | Buy |
58,969
+31,676
| +116% | +$1.99M | 0.56% | 24 |
|
|
2014
Q3 | $1.65M | Sell |
27,293
-184
| -0.7% | -$11.1K | 0.22% | 66 |
|
|
2014
Q2 | $1.5M | Buy |
27,477
+251
| +0.9% | +$13.7K | 0.18% | 73 |
|
|
2014
Q1 | $1.64M | Sell |
27,226
-1,459
| -5% | -$88K | 0.21% | 65 |
|
|
2013
Q4 | $1.69M | Sell |
28,685
-148
| -0.5% | -$8.73K | 0.22% | 68 |
|
|
2013
Q3 | $1.48M | Buy |
28,833
+1,197
| +4% | +$61.6K | 0.21% | 70 |
|
|
2013
Q2 | $1.46M | Buy |
+27,636
| New | +$1.46M | 0.22% | 54 |
|