CrestPoint Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $813K | Sell |
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|
2017
Q3 | $1.69M | Hold |
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|
2017
Q2 | $1.62M | Sell |
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|
2017
Q1 | $1.56M | Buy |
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|
2016
Q4 | $1.44M | Sell |
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|
2016
Q3 | $1.12M | Sell |
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|
2016
Q2 | $1.24M | Buy |
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|
2016
Q1 | $1.17M | Buy |
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|
2015
Q4 | $971K | Buy |
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|
2015
Q3 | $884K | Sell |
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|
2015
Q2 | $996K | Buy |
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|
2015
Q1 | $878K | Sell |
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|
2014
Q4 | $1.06M | Hold |
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|
2014
Q3 | $1.02M | Hold |
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|
2014
Q2 | $974K | Sell |
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|
2014
Q1 | $1.3M | Sell |
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|
2013
Q4 | $1.59M | Buy |
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