Independence Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $439K | Hold |
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|
2017
Q3 | $392K | Buy |
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|
2017
Q2 | $365K | Sell |
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|
2017
Q1 | $390K | Sell |
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|
2016
Q4 | $385K | Sell |
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|
2016
Q3 | $306K | Hold |
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|
2016
Q2 | $285K | Hold |
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|
2016
Q1 | $272K | Sell |
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|
2015
Q4 | $335K | Buy |
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|
2015
Q3 | $270K | Sell |
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|
2015
Q2 | $665K | Sell |
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|
2015
Q1 | $669K | Hold |
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|
2014
Q4 | $691K | Hold |
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|
2014
Q3 | $666K | Hold |
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|
2014
Q2 | $637K | Buy |
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|
2014
Q1 | $646K | Buy |
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|
2013
Q4 | $569K | Hold |
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|
2013
Q3 | $503K | Sell |
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|
2013
Q2 | $582K | Buy |
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