IWM
Integrated Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4.17M | Buy |
47,492
+977
| +2% | +$85.8K | 1.4% | 15 |
|
|
2016
Q4 | $4.01M | Sell |
46,515
-12
| -0% | -$1.04K | 1.5% | 14 |
|
|
2016
Q3 | $3.1M | Sell |
46,527
-1,010
| -2% | -$67.3K | 1.11% | 18 |
|
|
2016
Q2 | $2.95M | Sell |
47,537
-615
| -1% | -$38.2K | 1.14% | 17 |
|
|
2016
Q1 | $2.85M | Sell |
48,152
-1,467
| -3% | -$86.9K | 1.2% | 18 |
|
|
2015
Q4 | $3.28M | Sell |
49,619
-127
| -0.3% | -$8.39K | 1.41% | 15 |
|
|
2015
Q3 | $3.03M | Sell |
49,746
-2,720
| -5% | -$166K | 1.33% | 13 |
|
|
2015
Q2 | $3.56M | Sell |
52,466
-1,136
| -2% | -$77K | 1.38% | 13 |
|
|
2015
Q1 | $3.25M | Buy |
+53,602
| New | +$3.25M | 1.36% | 12 |
|