Gratry & Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $397K | Sell |
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|
2017
Q4 | $485K | Sell |
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|
2017
Q3 | $554K | Sell |
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|
2017
Q2 | $575K | Sell |
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|
2017
Q1 | $566K | Sell |
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|
2016
Q4 | $577K | Hold |
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|
2016
Q3 | $445K | Hold |
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|
2016
Q2 | $416K | Sell |
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|
2016
Q1 | $416K | Buy |
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|
2015
Q4 | $260K | Hold |
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|
2015
Q3 | $241K | Hold |
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|
2015
Q2 | $267K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $334K | Hold |
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|
2014
Q3 | $344K | Hold |
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|
2014
Q2 | $329K | Hold |
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|
2014
Q1 | $347K | Hold |
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|
2013
Q4 | $334K | Sell |
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|
2013
Q3 | $472K | Buy |
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