Constellation Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Constellation Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$273K	Sell
2015 Q2	$314K	Hold
2015 Q1	$281K	Buy
2014 Q4	$255K	Sell
2014 Q3	$361K	Buy
2014 Q2	$230K	Sell
2014 Q1	$1.32M	Sell
2013 Q4	$1.44M	Buy
2013 Q3	$1.09M	Sell
2013 Q2	$1.29M	Buy