IWC
Integrated Wealth Counsel’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $376K | Hold |
4,361
| – | – | 0.81% | 24 |
|
|
2016
Q3 | $290K | Buy |
4,361
+361
| +9% | +$24K | 0.61% | 24 |
|
|
2016
Q2 | $249K | Hold |
4,000
| – | – | 0.57% | 23 |
|
|
2016
Q1 | $237K | Hold |
4,000
| – | – | 0.54% | 23 |
|
|
2015
Q4 | $264K | Sell |
4,000
-218
| -5% | -$14.4K | 0.42% | 18 |
|
|
2015
Q3 | $257K | Hold |
4,218
| – | – | 0.43% | 17 |
|
|
2015
Q2 | $286K | Sell |
4,218
-870
| -17% | -$59K | 0.4% | 19 |
|
|
2015
Q1 | $308K | Sell |
5,088
-152
| -3% | -$9.2K | 0.39% | 17 |
|
|
2014
Q4 | $328K | Hold |
5,240
| – | – | 0.39% | 17 |
|
|
2014
Q3 | $316K | Sell |
5,240
-9,410
| -64% | -$567K | 0.32% | 18 |
|
|
2014
Q2 | $844K | Sell |
14,650
-1,475
| -9% | -$85K | 0.66% | 14 |
|
|
2014
Q1 | $979K | Sell |
16,125
-720
| -4% | -$43.7K | 0.77% | 30 |
|
|
2013
Q4 | $985K | Sell |
16,845
-470
| -3% | -$27.5K | 0.72% | 32 |
|
|
2013
Q3 | $895K | Sell |
17,315
-2,706
| -14% | -$140K | 0.65% | 33 |
|
|
2013
Q2 | $1.06M | Buy |
+20,021
| New | +$1.06M | 0.76% | 38 |
|