Gupta Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $502K | Sell |
8,470
-1,094
| -11% | -$64.8K | 0.12% | 143 |
|
|
2015
Q4 | $632K | Buy |
9,564
+746
| +8% | +$49.3K | 0.16% | 118 |
|
|
2015
Q3 | $538K | Sell |
8,818
-322
| -4% | -$19.6K | 0.13% | 130 |
|
|
2015
Q2 | $619K | Buy |
9,140
+3,115
| +52% | +$211K | 0.15% | 123 |
|
|
2015
Q1 | $365K | Buy |
+6,025
| New | +$365K | 0.11% | 154 |
|