Guardian Investor Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $1.56M | Sell |
25,748
-116
| -0.4% | -$7.03K | 1.23% | 9 |
|
|
2014
Q4 | $1.62M | Sell |
25,864
-816
| -3% | -$51.1K | 1.28% | 10 |
|
|
2014
Q3 | $1.61M | Sell |
26,680
-1,488
| -5% | -$89.6K | 1.29% | 11 |
|
|
2014
Q2 | $1.62M | Sell |
28,168
-819
| -3% | -$47.2K | 1.25% | 10 |
|
|
2014
Q1 | $1.76M | Sell |
28,987
-1,180
| -4% | -$71.6K | 1.37% | 9 |
|
|
2013
Q4 | $1.76M | Sell |
30,167
-114
| -0.4% | -$6.67K | 1.34% | 9 |
|
|
2013
Q3 | $1.57M | Sell |
30,281
-810
| -3% | -$41.9K | 1.31% | 11 |
|
|
2013
Q2 | $1.64M | Buy |
+31,091
| New | +$1.64M | 1.41% | 11 |
|