First Western Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $266K | Hold |
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|
2020
Q2 | $260K | Hold |
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|
2020
Q1 | $249K | Sell |
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|
2019
Q4 | $389K | Hold |
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|
2019
Q3 | $328K | Sell |
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|
2019
Q2 | $368K | Sell |
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|
2019
Q1 | $339K | Sell |
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|
2018
Q4 | $495K | Sell |
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|
2018
Q3 | $857K | Sell |
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|
2018
Q2 | $841K | Buy |
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|
2018
Q1 | $814K | Sell |
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|
2017
Q4 | $3.32M | Buy |
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|
2017
Q3 | $2.95M | Sell |
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|
2017
Q2 | $2.86M | Sell |
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|
2017
Q1 | $2.98M | Buy |
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|
2016
Q4 | $1.64M | Sell |
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|
2016
Q3 | $2.18M | Buy |
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|
2016
Q2 | $1.72M | Sell |
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|
2016
Q1 | $2.33M | Sell |
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|
2015
Q4 | $3.08M | Sell |
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|
2015
Q3 | $2.85M | Buy |
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|
2015
Q2 | $2.91M | Buy |
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|
2015
Q1 | $2.47M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $395K | Buy |
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