Fund Evaluation Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-9,910
Closed -$1.12M 55
2018
Q3
$1.12M Sell
9,910
-1,490
-13% -$168K 0.18% 65
2018
Q2
$1.19M Hold
11,400
0.19% 61
2018
Q1
$1.25M Hold
11,400
0.14% 60
2017
Q4
$1.22M Buy
+11,400
New +$1.22M 0.13% 69