DPA
Delphi Private Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-660
| Closed | -$74K | – | 58 |
|
|
2018
Q3 | $74K | Hold |
660
| – | – | 0.25% | 26 |
|
|
2018
Q2 | $69K | Hold |
660
| – | – | 0.23% | 30 |
|
|
2018
Q1 | $73K | Hold |
660
| – | – | 0.29% | 27 |
|
|
2017
Q4 | $71K | Hold |
660
| – | – | 0.17% | 55 |
|
|
2017
Q3 | $63K | Hold |
660
| – | – | 0.18% | 25 |
|
|
2017
Q2 | $60K | Hold |
660
| – | – | 0.12% | 32 |
|
|
2017
Q1 | $58K | Sell |
660
-390
| -37% | -$34.3K | 0.11% | 30 |
|
|
2016
Q4 | $91K | Sell |
1,050
-212
| -17% | -$18.4K | 0.16% | 28 |
|
|
2016
Q3 | $84K | Sell |
1,262
-492
| -28% | -$32.7K | 0.15% | 27 |
|
|
2016
Q2 | $109K | Sell |
1,754
-250
| -12% | -$15.5K | 0.2% | 26 |
|
|
2016
Q1 | $119K | Buy |
2,004
+162
| +9% | +$9.62K | 0.21% | 24 |
|
|
2015
Q4 | $122K | Buy |
+1,842
| New | +$122K | 0.21% | 27 |
|