CT Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $192K | Hold |
2,187
| – | – | 0.12% | 156 |
|
|
2016
Q4 | $189K | Hold |
2,187
| – | – | 0.12% | 154 |
|
|
2016
Q3 | $146K | Buy |
2,187
+89
| +4% | +$5.93K | 0.09% | 167 |
|
|
2016
Q2 | $130K | Sell |
2,098
-660
| -24% | -$41K | 0.08% | 180 |
|
|
2016
Q1 | $163K | Hold |
2,758
| – | – | 0.09% | 166 |
|
|
2015
Q4 | $182K | Hold |
2,758
| – | – | 0.1% | 155 |
|
|
2015
Q3 | $168K | Hold |
2,758
| – | – | 0.11% | 160 |
|
|
2015
Q2 | $187K | Hold |
2,758
| – | – | 0.11% | 161 |
|
|
2015
Q1 | $167K | Hold |
2,758
| – | – | 0.09% | 174 |
|
|
2014
Q4 | $173K | Buy |
+2,758
| New | +$173K | 0.13% | 127 |
|
|
2014
Q1 | $167K | Buy |
+2,758
| New | +$167K | 0.09% | 174 |
|