Highwater Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $303K | Sell |
2,577
-111
| -4% | -$13.1K | 1.34% | 19 |
|
|
2019
Q2 | $301K | Buy |
2,688
+144
| +6% | +$16.1K | 1.36% | 21 |
|
|
2019
Q1 | $258K | Sell |
2,544
-310
| -11% | -$31.4K | 1.07% | 23 |
|
|
2018
Q4 | $279K | Buy |
+2,854
| New | +$279K | 1.3% | 23 |
|
|
2018
Q1 | – | Sell |
-3,385
| Closed | -$362K | – | 28 |
|
|
2017
Q4 | $362K | Sell |
3,385
-192
| -5% | -$20.5K | 0.77% | 26 |
|
|
2017
Q3 | $342K | Sell |
3,577
-391
| -10% | -$37.4K | 0.81% | 25 |
|
|
2017
Q2 | $363K | Buy |
3,968
+858
| +28% | +$78.5K | 0.87% | 24 |
|
|
2017
Q1 | $273K | Sell |
3,110
-408
| -12% | -$35.8K | 0.82% | 33 |
|
|
2016
Q4 | $304K | Buy |
+3,518
| New | +$304K | 1.56% | 24 |
|