Integrated Wealth Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $376K | Hold |
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|
2016
Q3 | $290K | Buy |
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|
2016
Q2 | $249K | Hold |
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|
2016
Q1 | $237K | Hold |
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|
2015
Q4 | $264K | Sell |
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|
2015
Q3 | $257K | Hold |
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|
2015
Q2 | $286K | Sell |
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|
2015
Q1 | $308K | Sell |
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|
2014
Q4 | $328K | Hold |
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|
2014
Q3 | $316K | Sell |
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|
2014
Q2 | $844K | Sell |
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|
2014
Q1 | $979K | Sell |
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|
2013
Q4 | $985K | Sell |
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|
2013
Q3 | $895K | Sell |
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|
2013
Q2 | $1.06M | Buy |
|