CT Financial Advisors’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
Q1 | $192K | Hold |
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|
2016
Q4 | $189K | Hold |
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|
2016
Q3 | $146K | Buy |
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|
2016
Q2 | $130K | Sell |
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|
2016
Q1 | $163K | Hold |
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|
2015
Q4 | $182K | Hold |
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|
2015
Q3 | $168K | Hold |
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|
2015
Q2 | $187K | Hold |
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|
2015
Q1 | $167K | Hold |
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|
2014
Q4 | $173K | Buy |
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|
2014
Q1 | $167K | Buy |
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