CS
Credential Securities’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $3.13M | Sell |
29,990
-2,015
| -6% | -$210K | 0.71% | 32 |
|
|
2018
Q1 | $3.52M | Sell |
32,005
-1,672
| -5% | -$184K | 0.84% | 30 |
|
|
2017
Q4 | $3.61M | Sell |
33,677
-699
| -2% | -$74.9K | 0.87% | 30 |
|
|
2017
Q3 | $3.28M | Buy |
34,376
+1,141
| +3% | +$109K | 0.88% | 29 |
|
|
2017
Q2 | $3.03M | Buy |
33,235
+1,063
| +3% | +$96.9K | 0.93% | 29 |
|
|
2017
Q1 | $2.83M | Buy |
32,172
+109
| +0.3% | +$9.58K | 0.99% | 29 |
|
|
2016
Q4 | $2.77M | Buy |
32,063
+870
| +3% | +$75.1K | 1.1% | 26 |
|
|
2016
Q3 | $2.08M | Buy |
31,193
+658
| +2% | +$43.8K | 0.94% | 25 |
|
|
2016
Q2 | $1.9M | Buy |
30,535
+943
| +3% | +$58.6K | 0.99% | 21 |
|
|
2016
Q1 | $1.75M | Buy |
29,592
+808
| +3% | +$47.9K | 1.01% | 22 |
|
|
2015
Q4 | $1.9M | Buy |
28,784
+3,385
| +13% | +$223K | 1.25% | 17 |
|
|
2015
Q3 | $1.55M | Buy |
25,399
+920
| +4% | +$56.1K | 1.08% | 21 |
|
|
2015
Q2 | $1.66M | Buy |
24,479
+4,449
| +22% | +$301K | 1.05% | 23 |
|
|
2015
Q1 | $1.21M | Sell |
20,030
-4,855
| -20% | -$294K | 0.79% | 29 |
|
|
2014
Q4 | $1.56M | Buy |
24,885
+1,278
| +5% | +$80K | 1.01% | 22 |
|
|
2014
Q3 | $1.42M | Buy |
23,607
+1,136
| +5% | +$68.5K | 0.96% | 22 |
|
|
2014
Q2 | $1.29M | Buy |
22,471
+1,873
| +9% | +$108K | 0.86% | 30 |
|
|
2014
Q1 | $1.25M | Buy |
+20,598
| New | +$1.25M | 0.93% | 28 |
|