Creative Planning’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,200
| Closed | -$305K | – | 2208 |
|
|
2018
Q3 | $305K | Hold |
4,200
| – | – | ﹤0.01% | 1386 |
|
|
2018
Q2 | $266K | Hold |
4,200
| – | – | ﹤0.01% | 1436 |
|
|
2018
Q1 | $292K | Hold |
4,200
| – | – | ﹤0.01% | 1358 |
|
|
2017
Q4 | $279K | Hold |
4,200
| – | – | ﹤0.01% | 1407 |
|
|
2017
Q3 | $227K | Hold |
4,200
| – | – | ﹤0.01% | 1505 |
|
|
2017
Q2 | $211K | Hold |
4,200
| – | – | ﹤0.01% | 1492 |
|
|
2017
Q1 | $195K | Hold |
4,200
| – | – | ﹤0.01% | 1512 |
|
|
2016
Q4 | $186K | Hold |
4,200
| – | – | ﹤0.01% | 1448 |
|
|
2016
Q3 | $103K | Hold |
4,200
| – | – | ﹤0.01% | 1833 |
|
|
2016
Q2 | $85K | Sell |
4,200
-600
| -13% | -$12.5K | ﹤0.01% | 1778 |
|
|
2016
Q1 | $85K | Sell |
4,800
-1,000
| -17% | -$17.9K | ﹤0.01% | 1730 |
|
|
2015
Q4 | $137K | Sell |
5,800
-1,000
| -15% | -$23.2K | ﹤0.01% | 1453 |
|
|
2015
Q3 | $135K | Buy |
+6,800
| New | +$161K | ﹤0.01% | 1408 |
|
|
2015
Q2 | – | Sell |
-6,800
| Closed | -$150K | – | 3610 |
|
|
2015
Q1 | $150K | Sell |
6,800
-1,800
| -21% | -$34.7K | ﹤0.01% | 1345 |
|
|
2014
Q4 | $179K | Buy |
8,600
+5,100
| +146% | +$99.6K | ﹤0.01% | 1213 |
|
|
2014
Q3 | $70K | Hold |
3,500
| – | – | ﹤0.01% | 1706 |
|
|
2014
Q2 | $68K | Hold |
3,500
| – | – | ﹤0.01% | 1676 |
|
|
2014
Q1 | $71K | Hold |
3,500
| – | – | ﹤0.01% | 1603 |
|
|
2013
Q4 | $68K | Hold |
3,500
| – | – | ﹤0.01% | 1420 |
|
|
2013
Q3 | $59K | Hold |
3,500
| – | – | ﹤0.01% | 1418 |
|
|
2013
Q2 | $55K | Buy |
+3,500
| New | +$51.3K | ﹤0.01% | 1335 |
|
Creative Planning's JPM.WS Position: Q4 2018 in Review
Creative Planning sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 4,200 shares — an estimated $305K sold.
Creative Planning first reported a position in JPM.WS in Q2 2013 and held it in 21 quarters. The position peaked at $305K in Q3 2018. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.
- Creative Planning reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
- Creative Planning sold 4,200 JPMorgan Chase shares in Q4 2018, an estimated $305K.
- Creative Planning first reported a position in JPMorgan Chase in Q2 2013 and held it in 21 quarters.
- Creative Planning's JPMorgan Chase position peaked at $305K in Q3 2018.
- 0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.
Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.