Creative Planning’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,200
| Closed | -$305K | – | 2009 |
|
|
2018
Q3 | $305K | Hold |
4,200
| – | – | ﹤0.01% | 1374 |
|
|
2018
Q2 | $266K | Hold |
4,200
| – | – | ﹤0.01% | 1424 |
|
|
2018
Q1 | $292K | Hold |
4,200
| – | – | ﹤0.01% | 1346 |
|
|
2017
Q4 | $279K | Hold |
4,200
| – | – | ﹤0.01% | 1397 |
|
|
2017
Q3 | $227K | Hold |
4,200
| – | – | ﹤0.01% | 1492 |
|
|
2017
Q2 | $211K | Hold |
4,200
| – | – | ﹤0.01% | 1480 |
|
|
2017
Q1 | $195K | Hold |
4,200
| – | – | ﹤0.01% | 1502 |
|
|
2016
Q4 | $186K | Hold |
4,200
| – | – | ﹤0.01% | 1438 |
|
|
2016
Q3 | $103K | Hold |
4,200
| – | – | ﹤0.01% | 1820 |
|
|
2016
Q2 | $85K | Sell |
4,200
-600
| -13% | -$12.1K | ﹤0.01% | 1770 |
|
|
2016
Q1 | $85K | Sell |
4,800
-1,000
| -17% | -$17.7K | ﹤0.01% | 1722 |
|
|
2015
Q4 | $137K | Sell |
5,800
-1,000
| -15% | -$23.6K | ﹤0.01% | 1443 |
|
|
2015
Q3 | $135K | Buy |
+6,800
| New | +$135K | ﹤0.01% | 1400 |
|
|
2015
Q2 | – | Sell |
-6,800
| Closed | -$150K | – | 3456 |
|
|
2015
Q1 | $150K | Sell |
6,800
-1,800
| -21% | -$39.7K | ﹤0.01% | 1336 |
|
|
2014
Q4 | $179K | Buy |
8,600
+5,100
| +146% | +$106K | ﹤0.01% | 1208 |
|
|
2014
Q3 | $70K | Hold |
3,500
| – | – | ﹤0.01% | 1694 |
|
|
2014
Q2 | $68K | Hold |
3,500
| – | – | ﹤0.01% | 1658 |
|
|
2014
Q1 | $71K | Hold |
3,500
| – | – | ﹤0.01% | 1597 |
|
|
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 | +$55K | ﹤0.01% | 1335 |
|