Cue Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-12,806
| Closed | -$1.45M | – | 73 |
|
|
2018
Q3 | $1.45M | Buy |
12,806
+4,226
| +49% | +$477K | 0.87% | 43 |
|
|
2018
Q2 | $894K | Buy |
8,580
+158
| +2% | +$16.5K | 0.55% | 67 |
|
|
2018
Q1 | $926K | Buy |
8,422
+1,234
| +17% | +$136K | 0.61% | 63 |
|
|
2017
Q4 | $769K | Sell |
7,188
-110
| -2% | -$11.8K | 0.51% | 76 |
|
|
2017
Q3 | $697K | Buy |
7,298
+2,341
| +47% | +$224K | 0.48% | 77 |
|
|
2017
Q2 | $453K | Buy |
4,957
+2,182
| +79% | +$199K | 0.33% | 106 |
|
|
2017
Q1 | $244K | Sell |
2,775
-327
| -11% | -$28.8K | 0.18% | 138 |
|
|
2016
Q4 | $268K | Buy |
+3,102
| New | +$268K | 0.22% | 126 |
|