Cornerstone Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $3.44M | Buy |
32,197
+4,875
| +18% | +$521K | 1.13% | 28 |
|
|
2017
Q3 | $2.61M | Buy |
+27,322
| New | +$2.61M | 0.99% | 27 |
|
|
2017
Q1 | – | Sell |
-6,521
| Closed | -$561K | – | 160 |
|
|
2016
Q4 | $561K | Sell |
6,521
-3,863
| -37% | -$332K | 0.18% | 96 |
|
|
2016
Q3 | $690K | Buy |
10,384
+2,838
| +38% | +$189K | 0.24% | 75 |
|
|
2016
Q2 | $468K | Sell |
7,546
-45,794
| -86% | -$2.84M | 0.17% | 104 |
|
|
2016
Q1 | $3.17M | Sell |
53,340
-4,180
| -7% | -$248K | 1.23% | 21 |
|
|
2015
Q4 | $3.79M | Buy |
+57,520
| New | +$3.79M | 1.4% | 11 |
|