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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-7,433
Closed -$329K 482
2017
Q1
$329K Hold
7,433
0.07% 335
2016
Q4
$329K Buy
+7,433
New +$329K 0.07% 336