Huntington Steele’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $241K | Hold |
2,196
| – | – | 0.06% | 66 |
|
|
2017
Q4 | $235K | Hold |
2,196
| – | – | 0.06% | 68 |
|
|
2017
Q3 | $210K | Sell |
2,196
-144
| -6% | -$13.8K | 0.06% | 71 |
|
|
2017
Q2 | $214K | Hold |
2,340
| – | – | 0.06% | 69 |
|
|
2017
Q1 | $206K | Hold |
2,340
| – | – | 0.06% | 68 |
|
|
2016
Q4 | $202K | Buy |
+2,340
| New | +$202K | 0.07% | 67 |
|