IFWM
JPM.WS

Institute for Wealth Management’s JPMorgan Chase JPM.WS Stock Holding History

Institute for Wealth Management’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,165
Closed -$476K – 418
2017
Q4 		$476K Buy
+7,165
New +$476K 0.11% 232
2017
Q3 		– Sell
-7,165
Closed -$360K – 418
2017
Q2 		$360K Buy
+7,165
New +$360K 0.1% 276