Cynosure Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-13,851
Closed -$1.44M 109
2018
Q2
$1.44M Sell
13,851
-356
-3% -$37.1K 0.39% 31
2018
Q1
$1.56M Buy
14,207
+139
+1% +$15.3K 0.39% 24
2017
Q4
$1.5M Buy
+14,068
New +$1.5M 0.35% 23