Fiduciary Financial Services of The Southwest’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.3M | Buy |
9,328
+520
| +6% | +$72.5K | 0.34% | 74 |
|
|
2019
Q3 | $1.04M | Sell |
8,808
-21
| -0.2% | -$2.47K | 0.28% | 84 |
|
|
2019
Q2 | $987K | Sell |
8,829
-372
| -4% | -$41.6K | 0.28% | 86 |
|
|
2019
Q1 | $931K | Sell |
9,201
-4,899
| -35% | -$496K | 0.27% | 89 |
|
|
2018
Q4 | $1.38M | Sell |
14,100
-277
| -2% | -$27K | 0.43% | 61 |
|
|
2018
Q3 | $1.62M | Buy |
14,377
+683
| +5% | +$77.1K | 0.45% | 61 |
|
|
2018
Q2 | $1.43M | Buy |
13,694
+109
| +0.8% | +$11.4K | 0.43% | 65 |
|
|
2018
Q1 | $1.49M | Buy |
13,585
+6,701
| +97% | +$737K | 0.46% | 62 |
|
|
2017
Q4 | $736K | Buy |
+6,884
| New | +$736K | 0.22% | 102 |
|