Counsel Portfolio Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $230K | Hold |
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|
2016
Q1 | $219K | Sell |
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|
2015
Q4 | $357K | Hold |
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|
2015
Q3 | $329K | Hold |
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|
2015
Q2 | $366K | Hold |
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|
2015
Q1 | $327K | Sell |
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|
2014
Q4 | $3.14M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $5.41M | Sell |
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|
2014
Q1 | $7.25M | Sell |
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|
2013
Q4 | $7.06M | Sell |
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|
2013
Q3 | $6.48K | Buy |
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|
2013
Q2 | $449K | Buy |
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