CAW
Cornerstone Advisors (Washington)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,362
| Closed | -$1.05M | – | 1114 |
|
|
2019
Q2 | $1.05M | Sell |
9,362
-62
| -0.7% | -$6.93K | 0.1% | 29 |
|
|
2019
Q1 | $954K | Sell |
9,424
-590
| -6% | -$59.7K | 0.09% | 28 |
|
|
2018
Q4 | $978K | Sell |
10,014
-410
| -4% | -$40K | 0.18% | 27 |
|
|
2018
Q3 | $1.18M | Sell |
10,424
-1,937
| -16% | -$219K | 0.76% | 20 |
|
|
2018
Q2 | $1.29M | Buy |
12,361
+191
| +2% | +$19.9K | 0.88% | 18 |
|
|
2018
Q1 | $1.34M | Buy |
12,170
+510
| +4% | +$56.1K | 0.91% | 16 |
|
|
2017
Q4 | $1.25M | Hold |
11,660
| – | – | 0.83% | 15 |
|
|
2017
Q3 | $1.11M | Sell |
11,660
-175
| -1% | -$16.7K | 0.77% | 19 |
|
|
2017
Q2 | $1.08M | Hold |
11,835
| – | – | 0.61% | 18 |
|
|
2017
Q1 | $1.04M | Sell |
11,835
-203
| -2% | -$17.8K | 0.57% | 19 |
|
|
2016
Q4 | $1.04M | Buy |
12,038
+1,046
| +10% | +$90.3K | 0.87% | 17 |
|
|
2016
Q3 | $732K | Buy |
10,992
+4,595
| +72% | +$306K | 0.62% | 20 |
|
|
2016
Q2 | $398K | Sell |
6,397
-24
| -0.4% | -$1.49K | 0.41% | 29 |
|
|
2016
Q1 | $380K | Buy |
6,421
+718
| +13% | +$42.5K | 0.4% | 28 |
|
|
2015
Q4 | $377K | Hold |
5,703
| – | – | 0.41% | 25 |
|
|
2015
Q3 | $348K | Buy |
5,703
+241
| +4% | +$14.7K | 0.31% | 48 |
|
|
2015
Q2 | $370K | Hold |
5,462
| – | – | 0.3% | 53 |
|
|
2015
Q1 | $331K | Sell |
5,462
-15
| -0.3% | -$909 | 0.26% | 66 |
|
|
2014
Q4 | $343K | Buy |
5,477
+145
| +3% | +$9.08K | 0.25% | 69 |
|
|
2014
Q3 | $321K | Sell |
5,332
-50
| -0.9% | -$3.01K | 0.26% | 28 |
|
|
2014
Q2 | $310K | Buy |
5,382
+29
| +0.5% | +$1.67K | 0.29% | 33 |
|
|
2014
Q1 | $325K | Buy |
5,353
+1,353
| +34% | +$82.1K | 0.38% | 23 |
|
|
2013
Q4 | $234K | Hold |
4,000
| – | – | 0.33% | 29 |
|
|
2013
Q3 | $207K | Buy |
+4,000
| New | +$207K | 0.36% | 27 |
|