Concert Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $370K | Sell |
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|
2017
Q1 | $2.36M | Sell |
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|
2016
Q4 | $2.44M | Sell |
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|
2016
Q3 | $5.43M | Buy |
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|
2016
Q2 | $4.83M | Buy |
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|
2016
Q1 | $4.19M | Buy |
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|
2015
Q4 | $4.71M | Buy |
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|
2015
Q3 | $4.32M | Buy |
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|
2015
Q2 | $4.25M | Sell |
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|
2015
Q1 | $2.97M | Buy |
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|
2014
Q4 | $3.7M | Buy |
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|
2014
Q3 | $1.65M | Sell |
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|
2014
Q2 | $1.5M | Buy |
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|
2014
Q1 | $1.64M | Sell |
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|
2013
Q4 | $1.69M | Sell |
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|
2013
Q3 | $1.48M | Buy |
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|
2013
Q2 | $1.46M | Buy |
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