EisnerAmper Wealth Management Corporate Benefits’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-3,137
Closed -$213K 114
2015
Q2
$213K Sell
3,137
-442
-12% -$30K 0.16% 95
2015
Q1
$217K Sell
3,579
-61
-2% -$3.7K 0.16% 79
2014
Q4
$227K Buy
+3,640
New +$227K 0.18% 77