CWA
Constellation Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $273K | Sell |
4,482
-150
| -3% | -$9.14K | 0.03% | 75 |
|
|
2015
Q2 | $314K | Hold |
4,632
| – | – | 0.03% | 159 |
|
|
2015
Q1 | $281K | Buy |
4,632
+550
| +13% | +$33.4K | 0.02% | 164 |
|
|
2014
Q4 | $255K | Sell |
4,082
-1,908
| -32% | -$119K | 0.02% | 164 |
|
|
2014
Q3 | $361K | Buy |
5,990
+2,000
| +50% | +$121K | 0.03% | 156 |
|
|
2014
Q2 | $230K | Sell |
3,990
-17,819
| -82% | -$1.03M | 0.03% | 169 |
|
|
2014
Q1 | $1.32M | Sell |
21,809
-2,885
| -12% | -$175K | 0.13% | 121 |
|
|
2013
Q4 | $1.44M | Buy |
24,694
+3,675
| +17% | +$215K | 0.14% | 126 |
|
|
2013
Q3 | $1.09M | Sell |
21,019
-3,340
| -14% | -$173K | 0.12% | 122 |
|
|
2013
Q2 | $1.29M | Buy |
+24,359
| New | +$1.29M | 0.15% | 114 |
|