Gary Goldberg Planning Services’s JPMorgan Chase JPM Stock Holding History

Gary Goldberg Planning Services’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$235K	Sell
2014 Q3	$230K	Buy
2014 Q2	$86K	Buy
2014 Q1	$65K	Buy
2013 Q4	$63K	Sell
2013 Q3	$71K	Hold
2013 Q2	$73K	Buy