FWC
First Washington Corp’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40,233
| Closed | -$4.2M | – | 62 |
|
|
2022
Q3 | $4.2M | Hold |
40,233
| – | – | 2.12% | 14 |
|
|
2022
Q2 | $4.53M | Buy |
+40,233
| New | +$4.53M | 2.1% | 16 |
|
|
2020
Q4 | – | Sell |
-25,000
| Closed | -$2.41M | – | 73 |
|
|
2020
Q3 | $2.41M | Buy |
+25,000
| New | +$2.41M | 1.45% | 31 |
|
|
2016
Q1 | – | Sell |
-700
| Closed | -$46K | – | 88 |
|
|
2015
Q4 | $46K | Hold |
700
| – | – | 0.03% | 67 |
|
|
2015
Q3 | $43K | Sell |
700
-300
| -30% | -$18.4K | 0.03% | 74 |
|
|
2015
Q2 | $68K | Hold |
1,000
| – | – | 0.04% | 70 |
|
|
2015
Q1 | $61K | Hold |
1,000
| – | – | 0.04% | 67 |
|
|
2014
Q4 | $63K | Hold |
1,000
| – | – | 0.04% | 68 |
|
|
2014
Q3 | $61K | Hold |
1,000
| – | – | 0.03% | 73 |
|
|
2014
Q2 | $58K | Hold |
1,000
| – | – | 0.03% | 85 |
|
|
2014
Q1 | $61K | Hold |
1,000
| – | – | 0.04% | 85 |
|
|
2013
Q4 | $58K | Buy |
+1,000
| New | +$58K | 0.03% | 87 |
|